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

Fiduciary Planning’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	$2.08M	Buy	18,719 +1,070	+6%	+$124K	0.63%	27
2025 Q4	$2.08M	Buy	17,649 +308	+2%	+$35.4K	0.63%	27
2025 Q3	$2.05M	Buy	17,341 +765	+5%	+$85K	0.63%	26
2025 Q2	$1.8M	Sell	16,576 -663	-4%	-$65.3K	0.6%	27
2025 Q1	$1.66M	Buy	17,239 +7,437	+76%	+$743K	0.55%	29
2024 Q4	$949K	Buy	+9,802	New	+$935K	0.31%	38

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Fiduciary Planning's XLC Position: Q1 2026 in Review

Fiduciary Planning increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.1% in Q1 2026, buying an estimated $124K and bringing the position to 18,719 shares worth $2.08M. The position accounts for 0.63% of the portfolio, ranked #27.

Fiduciary Planning first reported a position in XLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.08M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Fiduciary Planning held 18,719 shares of State Street Communication Services Select Sector SPDR ETF worth $2.08M as of Q1 2026.
Fiduciary Planning bought 1,070 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $124K.
State Street Communication Services Select Sector SPDR ETF made up 0.63% of Fiduciary Planning's portfolio in Q1 2026, its #27 holding.
Fiduciary Planning first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Fiduciary Planning's State Street Communication Services Select Sector SPDR ETF position peaked at $2.08M in Q4 2025.
1,181 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.