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

EPG 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	$1.85M	Buy	17,282 +650	+4%	+$74.1K	0.44%	60
2026 Q1	$1.84M	Buy	16,632 +320	+2%	+$37K	0.5%	54
2025 Q4	$1.92M	Buy	16,312 +203	+1%	+$23.4K	0.52%	54
2025 Q3	$1.91M	Sell	16,109 -3,083	-16%	-$343K	0.53%	50
2025 Q2	$2.08M	Sell	19,192 -333	-2%	-$32.8K	0.63%	41
2025 Q1	$1.88M	Sell	19,525 -637	-3%	-$63.6K	0.52%	45
2024 Q4	$1.95M	Sell	20,162 -2,268	-10%	-$216K	0.51%	46
2024 Q3	$2.03M	Buy	+22,430	New	+$1.93M	0.51%	48
2024 Q2	–	Sell	-25,797	Closed	-$2.13M	–	44
2024 Q1	$2.11M	Buy	25,797 +1	+0%	+$78	0.52%	46
2023 Q4	$2.02M	Sell	25,796 -4,287	-14%	-$295K	0.53%	44
2023 Q3	$1.97M	Buy	30,083 +361	+1%	+$24.1K	0.59%	34
2023 Q2	$1.93M	Buy	29,722 +348	+1%	+$21.2K	0.57%	38
2023 Q1	$1.7M	Buy	29,374 +401	+1%	+$21.8K	0.54%	43
2022 Q4	$1.39M	Buy	28,973 +1,208	+4%	+$59.2K	0.53%	39
2022 Q3	$1.33M	Buy	27,765 +874	+3%	+$48.1K	0.55%	35
2022 Q2	$1.46M	Buy	26,891 +50	+0.2%	+$3.01K	0.62%	35
2022 Q1	$1.85M	Buy	26,841 +8,594	+47%	+$606K	0.64%	32
2021 Q4	$1.42M	Buy	18,247 +153	+0.8%	+$12.1K	0.5%	43
2021 Q3	$1.45M	Buy	18,094 +817	+5%	+$67.6K	0.58%	36
2021 Q2	$1.4M	Buy	17,277 +4,108	+31%	+$320K	0.59%	39
2021 Q1	$966K	Buy	13,169 +2,202	+20%	+$157K	0.47%	47
2020 Q4	$740K	Buy	10,967 +1,417	+15%	+$90.2K	0.44%	50
2020 Q3	$567K	Buy	9,550 +1,704	+22%	+$101K	0.42%	53
2020 Q2	$424K	Buy	7,846 +2,697	+52%	+$138K	0.3%	82
2020 Q1	$228K	Buy	5,149 +1,923	+60%	+$99.5K	0.17%	112
2019 Q4	$173K	Buy	+3,226	New	+$166K	0.13%	111

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

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

EPG Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.9% in Q2 2026, buying an estimated $74.1K and bringing the position to 17,282 shares worth $1.85M. The position accounts for 0.44% of the portfolio, ranked #60.

EPG Wealth Management first reported a position in XLC in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.11M in Q1 2024. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

EPG Wealth Management held 17,282 shares of State Street Communication Services Select Sector SPDR ETF worth $1.85M as of Q2 2026.
EPG Wealth Management bought 650 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $74.1K.
State Street Communication Services Select Sector SPDR ETF made up 0.44% of EPG Wealth Management's portfolio in Q2 2026, its #60 holding.
EPG Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
EPG Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $2.11M in Q1 2024.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.