Essex LLC’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Essex LLC’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	$7.05M	Buy	65,790 +1,447	+2%	+$165K	1.07%	23
2026 Q1	$7.13M	Sell	64,343 -820	-1%	-$94.9K	1.26%	20
2025 Q4	$7.67M	Buy	65,163 +3,243	+5%	+$373K	1.36%	20
2025 Q3	$7.33M	Buy	61,920 +1,132	+2%	+$126K	1.33%	19
2025 Q2	$6.6M	Buy	60,788 +171	+0.3%	+$16.8K	1.3%	17
2025 Q1	$5.85M	Buy	60,617 +4,950	+9%	+$494K	1.27%	15
2024 Q4	$5.39M	Buy	55,667 +1,581	+3%	+$151K	1.13%	18
2024 Q3	$4.89M	Buy	54,086 +4,765	+10%	+$411K	1%	21
2024 Q2	$4.22M	Buy	49,321 +2,108	+4%	+$174K	0.94%	26
2024 Q1	$3.86M	Buy	47,213 +1,645	+4%	+$128K	0.89%	31
2023 Q4	$3.31M	Buy	45,568 +12,918	+40%	+$889K	0.82%	37
2023 Q3	$2.14M	Buy	32,650 +7,070	+28%	+$472K	0.6%	49
2023 Q2	$1.66M	Buy	25,580 +490	+2%	+$29.8K	0.46%	63
2023 Q1	$1.2M	Hold	25,090	–	–	0.36%	75
2022 Q4	$1.2M	Buy	25,090 +8,442	+51%	+$413K	0.36%	75
2022 Q3	$797K	Buy	16,648 +3,137	+23%	+$173K	0.26%	84
2022 Q2	$733K	Buy	13,511 +1,728	+15%	+$104K	0.23%	89
2022 Q1	$810K	Buy	11,783 +735	+7%	+$51.8K	0.22%	92
2021 Q4	$858K	Buy	11,048 +1,530	+16%	+$121K	0.23%	88
2021 Q3	$762K	Buy	+9,518	New	+$788K	0.21%	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

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

Essex LLC's XLC Position: Q2 2026 in Review

Essex LLC increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.2% in Q2 2026, buying an estimated $165K and bringing the position to 65,790 shares worth $7.05M. The position accounts for 1.07% of the portfolio, ranked #23.

Essex LLC first reported a position in XLC in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.67M in Q4 2025. 1,153 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Essex LLC held 65,790 shares of State Street Communication Services Select Sector SPDR ETF worth $7.05M as of Q2 2026.
Essex LLC bought 1,447 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $165K.
State Street Communication Services Select Sector SPDR ETF made up 1.07% of Essex LLC's portfolio in Q2 2026, its #23 holding.
Essex LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Essex LLC's State Street Communication Services Select Sector SPDR ETF position peaked at $7.67M in Q4 2025.
1,153 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.