Disciplined Investors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Disciplined Investors’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	$497K	Sell	4,637 -154	-3%	-$17.6K	0.25%	80
2026 Q1	$531K	Buy	4,791 +1,343	+39%	+$155K	0.32%	67
2025 Q4	$406K	Hold	3,448	–	–	0.27%	74
2025 Q3	$408K	Buy	3,448 +153	+5%	+$17K	0.29%	69
2025 Q2	$358K	Hold	3,295	–	–	0.28%	73
2025 Q1	$318K	Hold	3,295	–	–	0.29%	77
2024 Q4	$316K	Buy	+3,295	New	+$314K	0.3%	74

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

Disciplined Investors's XLC Position: Q2 2026 in Review

Disciplined Investors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.2% in Q2 2026, selling an estimated $17.6K and leaving 4,637 shares worth $497K. The position accounts for 0.25% of the portfolio, ranked #80.

Disciplined Investors first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $531K in Q1 2026. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Disciplined Investors held 4,637 shares of State Street Communication Services Select Sector SPDR ETF worth $497K as of Q2 2026.
Disciplined Investors sold 154 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $17.6K.
State Street Communication Services Select Sector SPDR ETF made up 0.25% of Disciplined Investors's portfolio in Q2 2026, its #80 holding.
Disciplined Investors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Disciplined Investors's State Street Communication Services Select Sector SPDR ETF position peaked at $531K in Q1 2026.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.