Estate Counselors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Estate Counselors’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	-49,754	Closed	-$5.52M	–	120
2026 Q1	$5.52M	Sell	49,754 -33,467	-40%	-$3.87M	0.49%	30
2025 Q4	$9.8M	Sell	83,221 -16,026	-16%	-$1.84M	0.82%	19
2025 Q3	$11.7M	Buy	99,247 +3,780	+4%	+$420K	1.01%	11
2025 Q2	$10.4M	Sell	95,467 -1,255	-1%	-$124K	1.02%	11
2025 Q1	$9.33M	Sell	96,722 -2,207	-2%	-$220K	0.97%	10
2024 Q4	$9.58M	Buy	98,929 +372	+0.4%	+$35.5K	1.02%	11
2024 Q3	$8.91M	Sell	98,557 -88	-0.1%	-$7.59K	0.92%	11
2024 Q2	$8.45M	Sell	98,645 -202,125	-67%	-$16.7M	0.93%	10
2024 Q1	$24.6M	Sell	300,770 -3,520	-1%	-$274K	2.81%	4
2023 Q4	$22.1M	Buy	+304,290	New	+$20.9M	2.73%	12

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

Estate Counselors's XLC Position: Q2 2026 in Review

Estate Counselors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 49,754 shares — an estimated $5.52M sold.

Estate Counselors first reported a position in XLC in Q4 2023 and held it in 10 quarters. The position peaked at $24.6M in Q1 2024. 1,161 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Estate Counselors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Estate Counselors sold 49,754 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $5.52M.
Estate Counselors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and held it in 10 quarters.
Estate Counselors's State Street Communication Services Select Sector SPDR ETF position peaked at $24.6M in Q1 2024.
1,161 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.