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

Estate Planners Group’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
Q1 		– Sell
-1
Closed -$107 – 428
2025
Q4 		$107 Buy
+1
New +$115 ﹤0.01% 455

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Estate Planners Group's XLC Position: Q1 2026 in Review

Estate Planners Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 1 share — an estimated $107 sold.

Estate Planners Group first reported a position in XLC in Q4 2025 and held it in 1 quarter. The position peaked at $107 in Q4 2025. 1,184 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Estate Planners Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 1 State Street Communication Services Select Sector SPDR ETF share in Q1 2026, an estimated $107.
  • Estate Planners Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's State Street Communication Services Select Sector SPDR ETF position peaked at $107 in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.