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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.45M Buy
22,913
+488
+2% +$55.6K 0.01% 424
2026
Q1
$2.49M Sell
22,425
-131
-0.6% -$15.2K 0.02% 381
2025
Q4
$2.66M Buy
22,556
+139
+0.6% +$16K 0.02% 358
2025
Q3
$2.65M Buy
22,417
+14,258
+175% +$1.58M 0.02% 361
2025
Q2
$885K Sell
8,159
-1,717
-17% -$169K 0.01% 569
2025
Q1
$953K Buy
9,876
+1,470
+17% +$147K 0.01% 554
2024
Q4
$814K Sell
8,406
-60
-0.7% -$5.72K 0.01% 469
2024
Q3
$765K Sell
8,466
-97
-1% -$8.36K 0.01% 450
2024
Q2
$734K Buy
+8,563
New +$706K 0.01% 440

Other funds holding XLC

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

HB Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.2% in Q2 2026, buying an estimated $55.6K and bringing the position to 22,913 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #424.

HB Wealth Management first reported a position in XLC in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.66M in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • HB Wealth Management held 22,913 shares of State Street Communication Services Select Sector SPDR ETF worth $2.45M as of Q2 2026.
  • HB Wealth Management bought 488 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $55.6K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #424 holding.
  • HB Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • HB Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $2.66M in Q4 2025.
  • 1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.