IAG Wealth Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

IAG Wealth Partners’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	$2.22K	Sell	20 -80	-80%	-$9.26K	﹤0.01%	467
2025 Q4	$11.8K	Hold	100	–	–	﹤0.01%	344
2025 Q3	$11.8K	Hold	100	–	–	﹤0.01%	357
2025 Q2	$10.9K	Hold	100	–	–	﹤0.01%	331
2025 Q1	$9.64K	Hold	100	–	–	﹤0.01%	341
2024 Q4	$9.68K	Hold	100	–	–	﹤0.01%	345
2024 Q3	$9.04K	Hold	100	–	–	﹤0.01%	355
2024 Q2	$8.57K	Hold	100	–	–	﹤0.01%	346
2024 Q1	$8.17K	Hold	100	–	–	﹤0.01%	340
2023 Q4	$7.27K	Buy	+100	New	+$6.88K	﹤0.01%	342
2020 Q1	–	Sell	-1,272	Closed	-$69K	–	465
2019 Q4	$69K	Buy	+1,272	New	+$65.5K	0.05%	88

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

IAG Wealth Partners's XLC Position: Q1 2026 in Review

IAG Wealth Partners reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 80% in Q1 2026, selling an estimated $9.26K and leaving 20 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

IAG Wealth Partners first reported a position in XLC in Q4 2019 and has held it in 11 quarters since. The position peaked at $69K in Q4 2019. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

IAG Wealth Partners held 20 shares of State Street Communication Services Select Sector SPDR ETF worth $2.22K as of Q1 2026.
IAG Wealth Partners sold 80 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $9.26K.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #467 holding.
IAG Wealth Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
IAG Wealth Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $69K in Q4 2019.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.