Gateway Wealth Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Gateway Wealth Partners’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	$844K	Sell	7,879 -7,449	-49%	-$849K	0.05%	344
2026 Q1	$1.7M	Buy	15,328 +7,648	+100%	+$885K	0.07%	280
2025 Q4	$904K	Buy	7,680 +266	+4%	+$30.6K	0.1%	196
2025 Q3	$878K	Sell	7,414 -64	-0.9%	-$7.11K	0.12%	177
2025 Q2	$812K	Sell	7,478 -502	-6%	-$49.4K	0.15%	149
2025 Q1	$770K	Buy	7,980 +24	+0.3%	+$2.4K	0.17%	132
2024 Q4	$770K	Sell	7,956 -525	-6%	-$50.1K	0.2%	110
2024 Q3	$767K	Buy	8,481 +343	+4%	+$29.6K	0.21%	107
2024 Q2	$697K	Buy	8,138 +819	+11%	+$67.5K	0.21%	114
2024 Q1	$598K	Buy	7,319 +3,261	+80%	+$254K	0.21%	108
2023 Q4	$295K	Sell	4,058 -1,367	-25%	-$94.1K	0.12%	156
2023 Q3	$356K	Sell	5,425 -468	-8%	-$31.2K	0.06%	169
2023 Q2	$384K	Buy	5,893 +51	+0.9%	+$3.11K	0.07%	154
2023 Q1	$339K	Sell	5,842 -279	-5%	-$15.2K	0.05%	156
2022 Q4	$294K	Buy	+6,121	New	+$300K	0.05%	147

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

Gateway Wealth Partners's XLC Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 49% in Q2 2026, selling an estimated $849K and leaving 7,879 shares worth $844K. The position accounts for 0.05% of the portfolio, ranked #344.

Gateway Wealth Partners first reported a position in XLC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.7M in Q1 2026. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Gateway Wealth Partners held 7,879 shares of State Street Communication Services Select Sector SPDR ETF worth $844K as of Q2 2026.
Gateway Wealth Partners sold 7,449 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $849K.
State Street Communication Services Select Sector SPDR ETF made up 0.05% of Gateway Wealth Partners's portfolio in Q2 2026, its #344 holding.
Gateway Wealth Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Gateway Wealth Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $1.7M in Q1 2026.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.