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

Golden State 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	$655K	Sell	6,110 -1,152	-16%	-$131K	0.06%	246
2026 Q1	$805K	Sell	7,262 -1,002	-12%	-$116K	0.09%	185
2025 Q4	$973K	Sell	8,264 -156	-2%	-$18K	0.1%	159
2025 Q3	$997K	Buy	8,420 +255	+3%	+$28.3K	0.11%	144
2025 Q2	$886K	Sell	8,165 -620	-7%	-$61.1K	0.11%	156
2025 Q1	$847K	Buy	8,785 +682	+8%	+$68.1K	0.13%	142
2024 Q4	$784K	Buy	+8,103	New	+$773K	0.12%	143
2022 Q1	$392K	Buy	5,703 +353	+7%	+$24.9K	0.08%	208
2021 Q4	$416K	Buy	5,350 +301	+6%	+$23.8K	0.07%	239
2021 Q3	$404K	Buy	5,049 +209	+4%	+$17.3K	0.09%	187
2021 Q2	$392K	Buy	4,840 +24	+0.5%	+$1.87K	0.09%	194
2021 Q1	$353K	Buy	4,816 +716	+17%	+$50.9K	0.12%	131
2020 Q4	$277K	Buy	4,100 +150	+4%	+$9.54K	0.08%	187
2020 Q3	$235K	Sell	3,950 -139	-3%	-$8.23K	0.08%	175
2020 Q2	$218K	Sell	4,089 -511	-11%	-$26.2K	0.07%	172
2020 Q1	$204K	Buy	+4,600	New	+$238K	0.09%	154
2019 Q4	–	Sell	-3,650	Closed	-$181K	–	985
2019 Q3	$181K	Buy	3,650 +2,250	+161%	+$113K	0.06%	220
2019 Q2	$68K	Buy	1,400 +900	+180%	+$43.8K	0.02%	396
2019 Q1	$23K	Buy	+500	New	+$22.8K	0.01%	597

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

Golden State Wealth Management's XLC Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 16% in Q2 2026, selling an estimated $131K and leaving 6,110 shares worth $655K. The position accounts for 0.06% of the portfolio, ranked #246.

Golden State Wealth Management first reported a position in XLC in Q1 2019 and has held it in 19 quarters since. The position peaked at $997K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Golden State Wealth Management held 6,110 shares of State Street Communication Services Select Sector SPDR ETF worth $655K as of Q2 2026.
Golden State Wealth Management sold 1,152 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $131K.
State Street Communication Services Select Sector SPDR ETF made up 0.06% of Golden State Wealth Management's portfolio in Q2 2026, its #246 holding.
Golden State Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and has held it in 19 quarters since.
Golden State Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $997K in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.