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

Family 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	$13.2K	Hold	123	–	–	﹤0.01%	310
2026 Q1	$13.6K	Hold	123	–	–	﹤0.01%	290
2025 Q4	$14.5K	Hold	123	–	–	﹤0.01%	270
2025 Q3	$14.6K	Hold	123	–	–	﹤0.01%	248
2025 Q2	$13.3K	Buy	123 +95	+339%	+$9.36K	﹤0.01%	218
2025 Q1	$2.7K	Hold	28	–	–	﹤0.01%	210
2024 Q4	$2.71K	Buy	+28	New	+$2.67K	﹤0.01%	193
2023 Q1	–	Sell	-205	Closed	-$9.84K	–	182
2022 Q4	$9.84K	Buy	+205	New	+$10K	﹤0.01%	167

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

Family Management's XLC Position: Q2 2026 in Review

Family Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 123 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Family Management first reported a position in XLC in Q4 2022 and has held it in 8 quarters since. The position peaked at $14.6K in Q3 2025. 1,153 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Family Management held 123 shares of State Street Communication Services Select Sector SPDR ETF worth $13.2K as of Q2 2026.
Family Management left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Family Management's portfolio in Q2 2026, its #310 holding.
Family Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
Family Management's State Street Communication Services Select Sector SPDR ETF position peaked at $14.6K in Q3 2025.
1,153 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.