GWN Securities’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

GWN Securities’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	–	Sell	-3,099	Closed	-$344K	–	529
2026 Q1	$344K	Buy	3,099 +36	+1%	+$4.17K	0.07%	329
2025 Q4	$361K	Sell	3,063 -446	-13%	-$51.3K	0.07%	280
2025 Q3	$418K	Sell	3,509 -2,925	-45%	-$325K	0.1%	231
2025 Q2	$700K	Buy	+6,434	New	+$634K	0.13%	164

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

GWN Securities's XLC Position: Q2 2026 in Review

GWN Securities sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 3,099 shares — an estimated $344K sold.

GWN Securities first reported a position in XLC in Q2 2025 and held it in 4 quarters. The position peaked at $700K in Q2 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

GWN Securities reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
GWN Securities sold 3,099 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $344K.
GWN Securities first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2025 and held it in 4 quarters.
GWN Securities's State Street Communication Services Select Sector SPDR ETF position peaked at $700K in Q2 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.