Fulcrum Equity Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Fulcrum Equity 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 Q2	$1.44M	Sell	13,465 -2,540	-16%	-$289K	1.06%	20
2026 Q1	$1.77M	Sell	16,005 -3,308	-17%	-$383K	1.71%	11
2025 Q4	$2.27M	Sell	19,313 -682	-3%	-$78.5K	2.18%	7
2025 Q3	$2.37M	Buy	19,995 +3,638	+22%	+$404K	2.4%	8
2025 Q2	$1.78M	Sell	16,357 -16,192	-50%	-$1.59M	1.82%	9
2025 Q1	$3.14M	Buy	32,549 +12,682	+64%	+$1.27M	3.43%	6
2024 Q4	$1.92M	Buy	19,867 +3,950	+25%	+$377K	1.9%	7
2024 Q3	$1.44M	Buy	15,917 +2,716	+21%	+$234K	1.22%	13
2024 Q2	$1.13M	Buy	13,201 +650	+5%	+$53.6K	1.01%	35
2024 Q1	$1.02M	Sell	12,551 -7,115	-36%	-$554K	1.21%	27
2023 Q4	$1.43M	Sell	19,666 -4,835	-20%	-$333K	1.77%	10
2023 Q3	$1.61M	Sell	24,501 -80	-0.3%	-$5.34K	1.88%	7
2023 Q2	$1.6M	Buy	24,581 +10,890	+80%	+$663K	1.86%	11
2023 Q1	$794K	Buy	+13,691	New	+$744K	0.75%	37
2022 Q1	–	Sell	-7,011	Closed	-$545K	–	198
2021 Q4	$545K	Sell	7,011 -50,004	-88%	-$3.95M	0.2%	81
2021 Q3	$4.57M	Buy	57,015 +39,714	+230%	+$3.29M	1.77%	11
2021 Q2	$1.4M	Sell	17,301 -163	-0.9%	-$12.7K	0.52%	60
2021 Q1	$1.28M	Buy	17,464 +12,129	+227%	+$863K	0.51%	63
2020 Q4	$360K	Buy	5,335 +84	+2%	+$5.34K	0.14%	112
2020 Q3	$312K	Buy	+5,251	New	+$311K	0.14%	102
2019 Q4	–	Sell	-2,224	Closed	-$110K	–	233
2019 Q3	$110K	Buy	+2,224	New	+$111K	0.06%	90

Other funds holding XLC

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Fulcrum Equity Management's XLC Position: Q2 2026 in Review

Fulcrum Equity Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 16% in Q2 2026, selling an estimated $289K and leaving 13,465 shares worth $1.44M. The position accounts for 1.06% of the portfolio, ranked #20.

Fulcrum Equity Management first reported a position in XLC in Q3 2019 and has held it in 21 quarters since. The position peaked at $4.57M in Q3 2021. 189 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Fulcrum Equity Management held 13,465 shares of State Street Communication Services Select Sector SPDR ETF worth $1.44M as of Q2 2026.
Fulcrum Equity Management sold 2,540 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $289K.
State Street Communication Services Select Sector SPDR ETF made up 1.06% of Fulcrum Equity Management's portfolio in Q2 2026, its #20 holding.
Fulcrum Equity Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2019 and has held it in 21 quarters since.
Fulcrum Equity Management's State Street Communication Services Select Sector SPDR ETF position peaked at $4.57M in Q3 2021.
189 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.