First National Trust’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

First National Trust’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	$235K	Sell	2,120 -1,628	-43%	-$188K	0.01%	373
2025 Q4	$441K	Buy	3,748 +1,357	+57%	+$156K	0.01%	309
2025 Q3	$283K	Buy	2,391 +33	+1%	+$3.67K	0.01%	347
2025 Q2	$256K	Sell	2,358 -5	-0.2%	-$493	0.01%	345
2025 Q1	$228K	Hold	2,363	–	–	0.01%	352
2024 Q4	$229K	Hold	2,363	–	–	0.01%	366
2024 Q3	$214K	Buy	+2,363	New	+$204K	0.01%	374
2024 Q1	–	Sell	-3,864	Closed	-$281K	–	395
2023 Q4	$281K	Buy	3,864 +35	+0.9%	+$2.41K	0.01%	324
2023 Q3	$251K	Sell	3,829 -328	-8%	-$21.9K	0.01%	335
2023 Q2	$271K	Sell	4,157 -452	-10%	-$27.5K	0.01%	328
2023 Q1	$267K	Sell	4,609 -198	-4%	-$10.8K	0.01%	329
2022 Q4	$231K	Hold	4,807	–	–	0.01%	333
2022 Q3	$230K	Sell	4,807 -632	-12%	-$34.8K	0.01%	324
2022 Q2	$295K	Buy	5,439 +102	+2%	+$6.14K	0.02%	305
2022 Q1	$367K	Sell	5,337 -759	-12%	-$53.5K	0.02%	303
2021 Q4	$474K	Buy	6,096 +2,037	+50%	+$161K	0.02%	278
2021 Q3	$325K	Buy	+4,059	New	+$336K	0.02%	299

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

First National Trust's XLC Position: Q1 2026 in Review

First National Trust reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 43% in Q1 2026, selling an estimated $188K and leaving 2,120 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #373.

First National Trust first reported a position in XLC in Q3 2021 and has held it in 17 quarters since. The position peaked at $474K in Q4 2021. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

First National Trust held 2,120 shares of State Street Communication Services Select Sector SPDR ETF worth $235K as of Q1 2026.
First National Trust sold 1,628 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $188K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of First National Trust's portfolio in Q1 2026, its #373 holding.
First National Trust first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and has held it in 17 quarters since.
First National Trust's State Street Communication Services Select Sector SPDR ETF position peaked at $474K in Q4 2021.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.