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

Founders Financial 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	$387K	Buy	3,610 +73	+2%	+$8.32K	0.05%	281
2026 Q1	$392K	Buy	3,537 +101	+3%	+$11.7K	0.07%	247
2025 Q4	$404K	Buy	3,436 +5	+0.1%	+$575	0.08%	226
2025 Q3	$406K	Buy	3,431 +1,759	+105%	+$196K	0.08%	237
2025 Q2	$181K	Sell	1,672 -1,710	-51%	-$168K	0.04%	328
2025 Q1	$326K	Buy	3,382 +297	+10%	+$29.7K	0.08%	237
2024 Q4	$299K	Sell	3,085 -60	-2%	-$5.72K	0.08%	218
2024 Q3	$284K	Buy	3,145 +1	+0%	+$86	0.08%	224
2024 Q2	$269K	Buy	3,144 +1,416	+82%	+$117K	0.08%	225
2024 Q1	$141K	Buy	1,728 +60	+4%	+$4.67K	0.04%	297
2023 Q4	$121K	Buy	1,668 +1	+0.1%	+$69	0.05%	279
2023 Q3	$109K	Buy	1,667 +1	+0.1%	+$67	0.05%	265
2023 Q2	$108K	Buy	1,666 +1,000	+150%	+$60.9K	0.04%	290
2023 Q1	$38.6K	Sell	666 -749	-53%	-$40.7K	0.02%	327
2022 Q4	$67.9K	Buy	1,415 +3	+0.2%	+$147	0.03%	294
2022 Q3	$68K	Sell	1,412 -203	-13%	-$11.2K	0.03%	291
2022 Q2	$88K	Buy	1,615 +102	+7%	+$6.14K	0.04%	278
2022 Q1	$104K	Sell	1,513 -622	-29%	-$43.8K	0.05%	255
2021 Q4	$166K	Buy	2,135 +2	+0.1%	+$158	0.07%	261
2021 Q3	$171K	Buy	2,133 +396	+23%	+$32.8K	0.08%	236
2021 Q2	$140K	Buy	1,737 +346	+25%	+$26.9K	0.06%	268
2021 Q1	$105K	Buy	1,391 +397	+40%	+$28.2K	0.05%	267
2020 Q4	$67K	Buy	994 +144	+17%	+$9.16K	0.04%	272
2020 Q3	$50K	Buy	+850	New	+$50.3K	0.03%	379

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

Founders Financial Alliance's XLC Position: Q2 2026 in Review

Founders Financial Alliance increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.1% in Q2 2026, buying an estimated $8.32K and bringing the position to 3,610 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #281.

Founders Financial Alliance first reported a position in XLC in Q3 2020 and has held it in 24 quarters since. The position peaked at $406K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Founders Financial Alliance held 3,610 shares of State Street Communication Services Select Sector SPDR ETF worth $387K as of Q2 2026.
Founders Financial Alliance bought 73 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $8.32K.
State Street Communication Services Select Sector SPDR ETF made up 0.05% of Founders Financial Alliance's portfolio in Q2 2026, its #281 holding.
Founders Financial Alliance first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
Founders Financial Alliance's State Street Communication Services Select Sector SPDR ETF position peaked at $406K in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.