Envestnet Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Envestnet Asset 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	$512M	Sell	4,775,328 -1,782,114	-27%	-$203M	0.12%	145
2026 Q1	$727M	Buy	6,557,442 +107,388	+2%	+$12.4M	0.19%	90
2025 Q4	$759M	Sell	6,450,054 -269,580	-4%	-$31M	0.23%	79
2025 Q3	$795M	Sell	6,719,634 -1,777,466	-21%	-$198M	0.23%	73
2025 Q2	$922M	Buy	8,497,100 +3,223,946	+61%	+$318M	0.27%	67
2025 Q1	$509M	Buy	5,273,154 +867,376	+20%	+$86.6M	0.16%	107
2024 Q4	$427M	Sell	4,405,778 -196,651	-4%	-$18.7M	0.14%	126
2024 Q3	$416M	Sell	4,602,429 -1,765,008	-28%	-$152M	0.13%	134
2024 Q2	$545M	Buy	6,367,437 +173,465	+3%	+$14.3M	0.19%	90
2024 Q1	$506M	Buy	6,193,972 +1,957	+0%	+$152K	0.19%	99
2023 Q4	$450M	Buy	6,192,015 +695,233	+13%	+$47.8M	0.19%	103
2023 Q3	$360M	Buy	5,496,782 +440,844	+9%	+$29.4M	0.16%	113
2023 Q2	$329M	Sell	5,055,938 -223,960	-4%	-$13.6M	0.15%	115
2023 Q1	$306M	Buy	5,279,898 +346,120	+7%	+$18.8M	0.15%	116
2022 Q4	$237M	Sell	4,933,778 -92,035	-2%	-$4.51M	0.12%	155
2022 Q3	$241M	Sell	5,025,813 -1,434,082	-22%	-$78.9M	0.14%	129
2022 Q2	$351M	Buy	6,459,895 +2,062,783	+47%	+$124M	0.2%	93
2022 Q1	$302M	Sell	4,397,112 -12,792	-0.3%	-$901K	0.15%	116
2021 Q4	$343M	Sell	4,409,904 -12,434	-0.3%	-$983K	0.17%	108
2021 Q3	$354M	Sell	4,422,338 -34,908	-0.8%	-$2.89M	0.19%	92
2021 Q2	$361M	Buy	4,457,246 +436,846	+11%	+$34M	0.2%	91
2021 Q1	$295M	Buy	4,020,400 +3,174,846	+375%	+$226M	0.19%	97
2020 Q4	$57.1M	Buy	845,554 +302,465	+56%	+$19.2M	0.04%	314
2020 Q3	$32.3M	Sell	543,089 -369,262	-40%	-$21.9M	0.03%	412
2020 Q2	$49.3M	Buy	912,351 +493,026	+118%	+$25.3M	0.05%	285
2020 Q1	$18.6M	Sell	419,325 -677,669	-62%	-$35.1M	0.02%	470
2019 Q4	$58.8M	Sell	1,096,994 -142,594	-12%	-$7.34M	0.06%	244
2019 Q3	$61.4M	Buy	1,239,588 +117,818	+11%	+$5.9M	0.07%	219
2019 Q2	$55.2M	Sell	1,121,770 -432,792	-28%	-$21M	0.07%	212
2019 Q1	$72.7M	Buy	1,554,562 +1,102,232	+244%	+$50.2M	0.1%	153
2018 Q4	$18.7M	Sell	452,330 -916,512	-67%	-$41.1M	0.03%	379
2018 Q3	$67.1M	Buy	+1,368,842	New	+$67.6M	0.12%	94

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management's XLC Position: Q2 2026 in Review

Envestnet Asset Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 27% in Q2 2026, selling an estimated $203M and leaving 4,775,328 shares worth $512M. The position accounts for 0.12% of the portfolio, ranked #145.

Envestnet Asset Management first reported a position in XLC in Q3 2018 and has held it in 32 quarters since. The position peaked at $922M in Q2 2025. 1,153 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Envestnet Asset Management held 4,775,328 shares of State Street Communication Services Select Sector SPDR ETF worth $512M as of Q2 2026.
Envestnet Asset Management sold 1,782,114 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $203M.
State Street Communication Services Select Sector SPDR ETF made up 0.12% of Envestnet Asset Management's portfolio in Q2 2026, its #145 holding.
Envestnet Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 32 quarters since.
Envestnet Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $922M in Q2 2025.
1,153 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.