First Wilshire Securities Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

First Wilshire Securities 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	$388K	Hold	3,500	–	–	0.09%	64
2025 Q4	$412K	Hold	3,500	–	–	0.1%	66
2025 Q3	$414K	Hold	3,500	–	–	0.11%	64
2025 Q2	$380K	Hold	3,500	–	–	0.1%	63
2025 Q1	$338K	Hold	3,500	–	–	0.1%	62
2024 Q4	$339K	Buy	3,500 +500	+17%	+$47.7K	0.09%	66
2024 Q3	$271K	Hold	3,000	–	–	0.08%	70
2024 Q2	$257K	Hold	3,000	–	–	0.08%	73
2024 Q1	$245K	Hold	3,000	–	–	0.07%	74
2023 Q4	$218K	Buy	+3,000	New	+$206K	0.07%	80
2022 Q2	–	Sell	-3,200	Closed	-$220K	–	96
2022 Q1	$220K	Hold	3,200	–	–	0.08%	79
2021 Q4	$249K	Hold	3,200	–	–	0.08%	78
2021 Q3	$256K	Hold	3,200	–	–	0.08%	79
2021 Q2	$259K	Hold	3,200	–	–	0.09%	74
2021 Q1	$235K	Hold	3,200	–	–	0.09%	75
2020 Q4	$216K	Buy	+3,200	New	+$204K	0.09%	74

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 Wilshire Securities Management's XLC Position: Q1 2026 in Review

First Wilshire Securities Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 3,500 shares worth $388K. The position accounts for 0.09% of the portfolio, ranked #64.

First Wilshire Securities Management first reported a position in XLC in Q4 2020 and has held it in 16 quarters since. The position peaked at $414K in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

First Wilshire Securities Management held 3,500 shares of State Street Communication Services Select Sector SPDR ETF worth $388K as of Q1 2026.
First Wilshire Securities Management left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.09% of First Wilshire Securities Management's portfolio in Q1 2026, its #64 holding.
First Wilshire Securities Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
First Wilshire Securities Management's State Street Communication Services Select Sector SPDR ETF position peaked at $414K in Q3 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on First Wilshire Securities Management's 13F filing for Q1 2026, filed 12 May 2026.