Fiduciary Alliance’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Fiduciary Alliance’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	-2,380	Closed	-$279K	–	588
2026 Q1	$279K	Sell	2,380 -587	-20%	-$68K	0.02%	460
2025 Q4	$349K	Sell	2,967 -39	-1%	-$4.49K	0.02%	397
2025 Q3	$356K	Buy	3,006 +42	+1%	+$4.67K	0.02%	391
2025 Q2	$322K	Buy	+2,964	New	+$292K	0.02%	383
2023 Q3	–	Sell	-1,504	Closed	-$97.9K	–	960
2023 Q2	$97.9K	Buy	+1,504	New	+$91.6K	0.02%	213

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

Fiduciary Alliance's XLC Position: Q2 2026 in Review

Fiduciary Alliance sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 2,380 shares — an estimated $279K sold.

Fiduciary Alliance first reported a position in XLC in Q2 2023 and held it in 5 quarters. The position peaked at $356K in Q3 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Fiduciary Alliance reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Fiduciary Alliance sold 2,380 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $279K.
Fiduciary Alliance first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and held it in 5 quarters.
Fiduciary Alliance's State Street Communication Services Select Sector SPDR ETF position peaked at $356K in Q3 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.