Dorsey & Whitney Trust’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Dorsey & Whitney Trust’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 Q1	$1.12M	Sell	10,097 -909	-8%	-$105K	0.06%	267
2025 Q4	$1.3M	Sell	11,006 -10	-0.1%	-$1.15K	0.07%	230
2025 Q3	$1.3M	Hold	11,016	–	–	0.07%	226
2025 Q2	$1.2M	Sell	11,016 -6	-0.1%	-$591	0.06%	241
2025 Q1	$1.06M	Sell	11,022 -28	-0.3%	-$2.8K	0.06%	249
2024 Q4	$1.07M	Sell	11,050 -96	-0.9%	-$9.15K	0.06%	252
2024 Q3	$1.01M	Hold	11,146	–	–	0.05%	260
2024 Q2	$955K	Buy	11,146 +228	+2%	+$18.8K	0.07%	230
2024 Q1	$892K	Buy	10,918 +287	+3%	+$22.4K	0.06%	234
2023 Q4	$772K	Buy	10,631 +153	+1%	+$10.5K	0.06%	249
2023 Q3	$687K	Buy	10,478 +54	+0.5%	+$3.6K	0.06%	248
2023 Q2	$678K	Sell	10,424 -270	-3%	-$16.4K	0.06%	260
2023 Q1	$620K	Buy	10,694 +3,198	+43%	+$174K	0.06%	274
2022 Q4	$360K	Sell	7,496 -407	-5%	-$19.9K	0.04%	364
2022 Q3	$378K	Buy	7,903 +3,254	+70%	+$179K	0.04%	342
2022 Q2	$252K	Hold	4,649	–	–	0.03%	445
2022 Q1	$320K	Buy	+4,649	New	+$328K	0.03%	401

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Dorsey & Whitney Trust's XLC Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 8.3% in Q1 2026, selling an estimated $105K and leaving 10,097 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #267.

Dorsey & Whitney Trust first reported a position in XLC in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.3M in Q3 2025. 1,181 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Dorsey & Whitney Trust held 10,097 shares of State Street Communication Services Select Sector SPDR ETF worth $1.12M as of Q1 2026.
Dorsey & Whitney Trust sold 909 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $105K.
State Street Communication Services Select Sector SPDR ETF made up 0.06% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #267 holding.
Dorsey & Whitney Trust first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Dorsey & Whitney Trust's State Street Communication Services Select Sector SPDR ETF position peaked at $1.3M in Q3 2025.
1,181 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.