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

Gilpin Wealth 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	$858	Hold	8	–	–	﹤0.01%	537
2026 Q1	$887	Hold	8	–	–	﹤0.01%	493
2025 Q4	$942	Buy	+8	New	+$921	﹤0.01%	416

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 22.9% 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

Gilpin Wealth Management's XLC Position: Q2 2026 in Review

Gilpin Wealth Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 8 shares worth $858. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Gilpin Wealth Management first reported a position in XLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $942 in Q4 2025. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Gilpin Wealth Management held 8 shares of State Street Communication Services Select Sector SPDR ETF worth $858 as of Q2 2026.
Gilpin Wealth Management left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #537 holding.
Gilpin Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Gilpin Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $942 in Q4 2025.
1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.