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

Global Endowment 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 Q1	$887K	Hold	8,000	–	–	0.1%	58
2025 Q4	$942K	Hold	8,000	–	–	0.12%	56
2025 Q3	$947K	Hold	8,000	–	–	0.12%	54
2025 Q2	$868K	Sell	8,000 -2,000	-20%	-$197K	0.12%	55
2025 Q1	$965K	Hold	10,000	–	–	0.13%	57
2024 Q4	$968K	Hold	10,000	–	–	0.12%	72
2024 Q3	$904K	Hold	10,000	–	–	0.09%	83
2024 Q2	$857K	Hold	10,000	–	–	0.09%	81
2024 Q1	$817K	Hold	10,000	–	–	0.09%	87
2023 Q4	$727K	Hold	10,000	–	–	0.08%	87
2023 Q3	$656K	Hold	10,000	–	–	0.07%	93
2023 Q2	$651K	Hold	10,000	–	–	0.08%	60
2023 Q1	$580K	Hold	10,000	–	–	0.06%	77
2022 Q4	$480K	Hold	10,000	–	–	0.05%	84
2022 Q3	$479K	Sell	10,000 -10,000	-50%	-$550K	0.05%	94
2022 Q2	$1.08M	Hold	20,000	–	–	0.1%	79
2022 Q1	$1.38M	Buy	20,000 +9,090	+83%	+$640K	0.1%	75
2021 Q4	$847K	Hold	10,910	–	–	0.06%	91
2021 Q3	$874K	Hold	10,910	–	–	0.06%	89
2021 Q2	$883K	Hold	10,910	–	–	0.05%	87
2021 Q1	$800K	Hold	10,910	–	–	0.05%	85
2020 Q4	$736K	Sell	10,910 -8,890	-45%	-$566K	0.05%	86
2020 Q3	$1.18M	Hold	19,800	–	–	0.09%	62
2020 Q2	$1.07M	Sell	19,800 -4,670	-19%	-$240K	0.08%	52
2020 Q1	$1.08M	Buy	24,470 +2,725	+13%	+$141K	0.1%	46
2019 Q4	$1.17M	Buy	21,745 +1,845	+9%	+$95K	0.08%	57
2019 Q3	$985K	Buy	19,900 +6,240	+46%	+$312K	0.09%	45
2019 Q2	$672K	Sell	13,660 -5,660	-29%	-$275K	0.06%	86
2019 Q1	$904K	Buy	19,320 +3,530	+22%	+$161K	0.13%	123
2018 Q4	$652K	Buy	15,790 +1,790	+13%	+$80.2K	0.14%	76
2018 Q3	$686K	Buy	14,000 +4,700	+51%	+$232K	0.09%	125
2018 Q2	$461K	Buy	+9,300	New	+$463K	0.06%	157

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Global Endowment Management's XLC Position: Q1 2026 in Review

Global Endowment Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 8,000 shares worth $887K. The position accounts for 0.1% of the portfolio, ranked #58.

Global Endowment Management first reported a position in XLC in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.38M in Q1 2022. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Global Endowment Management held 8,000 shares of State Street Communication Services Select Sector SPDR ETF worth $887K as of Q1 2026.
Global Endowment Management left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.1% of Global Endowment Management's portfolio in Q1 2026, its #58 holding.
Global Endowment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2018 and has held it in 32 quarters since.
Global Endowment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $1.38M in Q1 2022.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Global Endowment Management's 13F filing for Q1 2026, filed 14 May 2026.