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

Dakota Wealth Management’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	$9.03M	Sell	84,250 -807	-0.9%	-$92K	0.17%	126
2026 Q1	$9.43M	Sell	85,057 -3,452	-4%	-$400K	0.2%	113
2025 Q4	$10.4M	Buy	88,509 +2,377	+3%	+$274K	0.18%	103
2025 Q3	$10.2M	Sell	86,132 -4,962	-5%	-$552K	0.21%	93
2025 Q2	$9.89M	Sell	91,094 -5,107	-5%	-$503K	0.21%	97
2025 Q1	$9.28M	Sell	96,201 -54,382	-36%	-$5.43M	0.22%	92
2024 Q4	$14.6M	Buy	150,583 +5,550	+4%	+$529K	0.34%	63
2024 Q3	$13.1M	Buy	145,033 +5,948	+4%	+$513K	0.3%	77
2024 Q2	$11.9M	Buy	139,085 +43,997	+46%	+$3.63M	0.28%	80
2024 Q1	$7.76M	Buy	95,088 +192	+0.2%	+$15K	0.19%	111
2023 Q4	$6.9M	Buy	94,896 +2,230	+2%	+$153K	0.27%	100
2023 Q3	$6.08M	Buy	92,666 +3,365	+4%	+$224K	0.27%	97
2023 Q2	$5.81M	Buy	89,301 +32,494	+57%	+$1.98M	0.27%	91
2023 Q1	$3.29M	Buy	56,807 +3,963	+7%	+$215K	0.22%	113
2022 Q4	$2.54M	Buy	52,844 +240	+0.5%	+$11.8K	0.18%	130
2022 Q3	$2.52M	Buy	+52,604	New	+$2.89M	0.2%	120

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

Dakota Wealth Management's XLC Position: Q2 2026 in Review

Dakota Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.95% in Q2 2026, selling an estimated $92K and leaving 84,250 shares worth $9.03M. The position accounts for 0.17% of the portfolio, ranked #126.

Dakota Wealth Management first reported a position in XLC in Q3 2022 and has held it in 16 quarters since. The position peaked at $14.6M in Q4 2024. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Dakota Wealth Management held 84,250 shares of State Street Communication Services Select Sector SPDR ETF worth $9.03M as of Q2 2026.
Dakota Wealth Management sold 807 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $92K.
State Street Communication Services Select Sector SPDR ETF made up 0.17% of Dakota Wealth Management's portfolio in Q2 2026, its #126 holding.
Dakota Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Dakota Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $14.6M in Q4 2024.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.