Financial Gravity Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Financial Gravity Asset 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 Q1	$1.11K	Buy	+10	New	+$1.16K	﹤0.01%	749
2025 Q1	$11.9K	Buy	+123	New	+$12.3K	﹤0.01%	568
2024 Q2	–	Sell	-1,875	Closed	-$153K	–	2462
2024 Q1	$153K	Sell	1,875 -69	-4%	-$5.37K	0.02%	233
2023 Q4	$132K	Buy	1,944 +863	+80%	+$59.4K	﹤0.01%	524
2023 Q3	$69.7K	Buy	1,081 +1,016	+1,563%	+$67.8K	﹤0.01%	497
2023 Q2	$4.65K	Sell	65 -109	-63%	-$6.64K	0.01%	493
2023 Q1	$564	Buy	174 +126	+263%	+$6.84K	0.02%	435
2022 Q4	$86	Hold	48	–	–	﹤0.01%	1134
2022 Q3	$460	Sell	48 -6	-11%	-$330	0.02%	402
2022 Q2	$521	Sell	54 -15	-22%	-$903	0.02%	385
2022 Q1	$661	Sell	69 -9	-12%	-$634	0.02%	373
2021 Q4	$746	Sell	78 -413	-84%	-$32.6K	0.02%	425
2021 Q3	$80K	Buy	491 +456	+1,303%	+$37.7K	0.04%	420
2021 Q2	$81K	Sell	35 -228	-87%	-$17.8K	0.03%	417
2021 Q1	$19	Buy	+263	New	+$18.7K	﹤0.01%	672
2019 Q4	–	Sell	-814	Closed	-$40K	–	1720
2019 Q3	$40K	Buy	814 +223	+38%	+$11.2K	0.03%	326
2019 Q2	$29K	Buy	591 +545	+1,185%	+$26.5K	0.02%	425
2019 Q1	$2K	Buy	+46	New	+$2.1K	﹤0.01%	1000
2018 Q3	$565K	Buy	+12,865	New	+$636K	0.59%	27

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Financial Gravity Asset Management's XLC Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026: 10 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in XLC as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in XLC in Q3 2018 and has held it in 19 quarters since. The position peaked at $565K in Q3 2018. 1,184 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Financial Gravity Asset Management held 10 shares of State Street Communication Services Select Sector SPDR ETF worth $1.11K as of Q1 2026.
State Street Communication Services Select Sector SPDR ETF was a new Financial Gravity Asset Management position in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #749 holding.
Financial Gravity Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 19 quarters since.
Financial Gravity Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $565K in Q3 2018.
1,184 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.