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

GeoWealth 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	$3.19M	Sell	29,810 -5,956	-17%	-$679K	0.1%	129
2026 Q1	$3.96M	Buy	35,766 +4,799	+15%	+$556K	0.14%	91
2025 Q4	$3.65M	Sell	30,967 -5,414	-15%	-$623K	0.13%	101
2025 Q3	$4.31M	Sell	36,381 -4,139	-10%	-$460K	0.16%	83
2025 Q2	$4.4M	Buy	40,520 +15,920	+65%	+$1.57M	0.17%	72
2025 Q1	$2.37M	Sell	24,600 -10,333	-30%	-$1.03M	0.1%	122
2024 Q4	$3.38M	Buy	34,933 +19,398	+125%	+$1.85M	0.11%	127
2024 Q3	$1.4M	Sell	15,535 -21,538	-58%	-$1.86M	0.05%	234
2024 Q2	$3.18M	Sell	37,073 -34,555	-48%	-$2.85M	0.14%	110
2024 Q1	$5.85M	Sell	71,628 -29,880	-29%	-$2.33M	0.23%	81
2023 Q4	$7.38M	Buy	101,508 +37,932	+60%	+$2.61M	0.61%	48
2023 Q3	$4.17M	Sell	63,576 -724	-1%	-$48.3K	0.47%	59
2023 Q2	$4.18M	Sell	64,300 -57,681	-47%	-$3.51M	0.45%	44
2023 Q1	$7.07M	Buy	121,981 +19,376	+19%	+$1.05M	0.83%	20
2022 Q4	$4.93M	Sell	102,605 -7,034	-6%	-$344K	0.52%	41
2022 Q3	$5.25M	Sell	109,639 -39,933	-27%	-$2.2M	0.57%	35
2022 Q2	$8.12M	Buy	149,572 +66,983	+81%	+$4.03M	1.09%	22
2022 Q1	$5.68M	Sell	82,589 -4,990	-6%	-$352K	0.5%	53
2021 Q4	$6.8M	Buy	87,579 +7,164	+9%	+$566K	0.56%	51
2021 Q3	$6.44M	Sell	80,415 -253	-0.3%	-$20.9K	0.53%	61
2021 Q2	$6.53M	Sell	80,668 -76	-0.1%	-$5.92K	0.83%	33
2021 Q1	$5.92M	Buy	80,744 +15,889	+24%	+$1.13M	0.92%	32
2020 Q4	$4.38M	Buy	64,855 +20,116	+45%	+$1.28M	0.7%	41
2020 Q3	$2.65M	Buy	44,739 +4,673	+12%	+$277K	0.8%	42
2020 Q2	$2.17M	Buy	+40,066	New	+$2.06M	0.9%	38

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

GeoWealth Management's XLC Position: Q2 2026 in Review

GeoWealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 17% in Q2 2026, selling an estimated $679K and leaving 29,810 shares worth $3.19M. The position accounts for 0.1% of the portfolio, ranked #129.

GeoWealth Management first reported a position in XLC in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.12M in Q2 2022. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

GeoWealth Management held 29,810 shares of State Street Communication Services Select Sector SPDR ETF worth $3.19M as of Q2 2026.
GeoWealth Management sold 5,956 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $679K.
State Street Communication Services Select Sector SPDR ETF made up 0.1% of GeoWealth Management's portfolio in Q2 2026, its #129 holding.
GeoWealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
GeoWealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $8.12M in Q2 2022.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.