Howe & Rusling’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Howe & Rusling’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	$1.2M	Buy	10,783 +6,814	+172%	+$789K	0.08%	119
2025 Q4	$467K	Buy	3,969 +376	+10%	+$43.3K	0.03%	183
2025 Q3	$425K	Buy	3,593 +2,286	+175%	+$254K	0.03%	192
2025 Q2	$142K	Buy	1,307 +1,079	+473%	+$106K	0.01%	296
2025 Q1	$22K	Sell	228 -248	-52%	-$24.8K	﹤0.01%	347
2024 Q4	$46.1K	Sell	476 -20	-4%	-$1.91K	﹤0.01%	319
2024 Q3	$44.8K	Buy	+496	New	+$42.8K	﹤0.01%	305
2024 Q1	–	Sell	-166	Closed	-$12.1K	–	423
2023 Q4	$12.1K	Buy	+166	New	+$11.4K	﹤0.01%	321
2022 Q1	–	Sell	-130	Closed	-$10K	–	1092
2021 Q4	$10K	Hold	130	–	–	﹤0.01%	549
2021 Q3	$10K	Hold	130	–	–	﹤0.01%	524
2021 Q2	$11K	Hold	130	–	–	﹤0.01%	484
2021 Q1	$10K	Hold	130	–	–	﹤0.01%	499
2020 Q4	$9K	Buy	+130	New	+$8.27K	﹤0.01%	508

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 $424B AUM 22.94% 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 $51.6B AUM 27.34% 1-Year Est. Return

Howe & Rusling's XLC Position: Q1 2026 in Review

Howe & Rusling increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 172% in Q1 2026, buying an estimated $789K and bringing the position to 10,783 shares worth $1.2M. The position accounts for 0.08% of the portfolio, ranked #119.

Howe & Rusling first reported a position in XLC in Q4 2020 and has held it in 13 quarters since. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Howe & Rusling held 10,783 shares of State Street Communication Services Select Sector SPDR ETF worth $1.2M as of Q1 2026.
Howe & Rusling bought 6,814 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $789K.
State Street Communication Services Select Sector SPDR ETF made up 0.08% of Howe & Rusling's portfolio in Q1 2026, its #119 holding.
Howe & Rusling first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 13 quarters since.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.