CreativeOne Wealth’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

CreativeOne Wealth’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.73M	Buy	34,862 +9,514	+38%	+$1.08M	0.08%	241
2026 Q1	$2.81M	Buy	25,348 +2,335	+10%	+$270K	0.07%	278
2025 Q4	$2.71M	Buy	23,013 +1,578	+7%	+$182K	0.07%	272
2025 Q3	$2.54M	Sell	21,435 -224	-1%	-$24.9K	0.06%	286
2025 Q2	$2.35M	Sell	21,659 -7,387	-25%	-$728K	0.06%	299
2025 Q1	$2.8M	Buy	29,046 +2,404	+9%	+$240K	0.08%	231
2024 Q4	$2.58M	Buy	26,642 +6,805	+34%	+$649K	0.08%	233
2024 Q3	$1.79M	Buy	19,837 +9,308	+88%	+$803K	0.06%	294
2024 Q2	$901K	Sell	10,529 -11,206	-52%	-$923K	0.05%	352
2024 Q1	$1.77M	Buy	21,735 +17,998	+482%	+$1.4M	0.07%	250
2023 Q4	$272K	Buy	3,737 +623	+20%	+$42.9K	0.02%	530
2023 Q3	$204K	Sell	3,114 -1,724	-36%	-$115K	0.01%	536
2023 Q2	$315K	Sell	4,838 -529	-10%	-$32.2K	0.01%	631
2023 Q1	$311K	Sell	5,367 -252	-4%	-$13.7K	0.02%	626
2022 Q4	$270K	Buy	5,619 +53	+1%	+$2.6K	0.01%	606
2022 Q3	$267K	Sell	5,566 -135	-2%	-$7.43K	0.02%	581
2022 Q2	$309K	Sell	5,701 -59	-1%	-$3.55K	0.02%	548
2022 Q1	$396K	Sell	5,760 -1,396	-20%	-$98.4K	0.02%	498
2021 Q4	$556K	Buy	7,156 +1,376	+24%	+$109K	0.03%	428
2021 Q3	$463K	Sell	5,780 -43	-0.7%	-$3.56K	0.03%	422
2021 Q2	$471K	Sell	5,823 -7,550	-56%	-$588K	0.03%	395
2021 Q1	$981K	Sell	13,373 -33,005	-71%	-$2.35M	0.07%	203
2020 Q4	$3.13M	Buy	+46,378	New	+$2.95M	0.26%	70

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CreativeOne Wealth's XLC Position: Q2 2026 in Review

CreativeOne Wealth increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 38% in Q2 2026, buying an estimated $1.08M and bringing the position to 34,862 shares worth $3.73M. The position accounts for 0.08% of the portfolio, ranked #241.

CreativeOne Wealth first reported a position in XLC in Q4 2020 and has held it in 23 quarters since. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

CreativeOne Wealth held 34,862 shares of State Street Communication Services Select Sector SPDR ETF worth $3.73M as of Q2 2026.
CreativeOne Wealth bought 9,514 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $1.08M.
State Street Communication Services Select Sector SPDR ETF made up 0.08% of CreativeOne Wealth's portfolio in Q2 2026, its #241 holding.
CreativeOne Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.