Fourth Dimension Wealth’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Fourth Dimension Wealth’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	$3.87M	Buy	36,154 +883	+3%	+$101K	1.22%	23
2026 Q1	$3.91M	Buy	35,271 +1,132	+3%	+$131K	1.48%	21
2025 Q4	$4.02M	Buy	34,139 +498	+1%	+$57.3K	1.47%	21
2025 Q3	$3.98M	Buy	33,641 +3,292	+11%	+$366K	1.52%	19
2025 Q2	$3.29M	Buy	30,349 +2,011	+7%	+$198K	1.39%	21
2025 Q1	$2.73M	Buy	28,338 +1,313	+5%	+$131K	1.32%	21
2024 Q4	$2.62M	Buy	+27,025	New	+$2.58M	1.37%	20

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

Fourth Dimension Wealth's XLC Position: Q2 2026 in Review

Fourth Dimension Wealth increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.5% in Q2 2026, buying an estimated $101K and bringing the position to 36,154 shares worth $3.87M. The position accounts for 1.22% of the portfolio, ranked #23.

Fourth Dimension Wealth first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.02M in Q4 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Fourth Dimension Wealth held 36,154 shares of State Street Communication Services Select Sector SPDR ETF worth $3.87M as of Q2 2026.
Fourth Dimension Wealth bought 883 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $101K.
State Street Communication Services Select Sector SPDR ETF made up 1.22% of Fourth Dimension Wealth's portfolio in Q2 2026, its #23 holding.
Fourth Dimension Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $4.02M in Q4 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.