Edgestream Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Edgestream Partners’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	–	Sell	-1,896	Closed	-$210K	–	1171
2026 Q1	$210K	Sell	1,896 -15,201	-89%	-$1.76M	0.01%	848
2025 Q4	$2.01M	Buy	17,097 +8,031	+89%	+$924K	0.06%	529
2025 Q3	$1.07M	Buy	+9,066	New	+$1.01M	0.03%	620
2025 Q1	–	Sell	-13,614	Closed	-$1.32M	–	1113
2024 Q4	$1.32M	Buy	13,614 +1,845	+16%	+$176K	0.06%	499
2024 Q3	$1.06M	Buy	11,769 +7,606	+183%	+$656K	0.05%	559
2024 Q2	$357K	Buy	+4,163	New	+$343K	0.02%	718

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

Edgestream Partners's XLC Position: Q2 2026 in Review

Edgestream Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 1,896 shares — an estimated $210K sold.

Edgestream Partners first reported a position in XLC in Q2 2024 and held it in 6 quarters. The position peaked at $2.01M in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Edgestream Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Edgestream Partners sold 1,896 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $210K.
Edgestream Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and held it in 6 quarters.
Edgestream Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $2.01M in Q4 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.