Iams 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
$753K Buy
7,031
+1,313
+23% +$150K 0.23% 119
2026
Q1
$634K Sell
5,718
-195
-3% -$22.6K 0.22% 114
2025
Q4
$696K Buy
5,913
+365
+7% +$42K 0.25% 109
2025
Q3
$657K Sell
5,548
-1,586
-22% -$176K 0.26% 102
2025
Q2
$774K Buy
7,134
+65
+0.9% +$6.4K 0.36% 81
2025
Q1
$682K Sell
7,069
-556
-7% -$55.5K 0.31% 89
2024
Q4
$738K Buy
7,625
+1,410
+23% +$134K 0.34% 83
2024
Q3
$562K Buy
+6,215
New +$536K 0.28% 96

Other funds holding XLC

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

Iams Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 23% in Q2 2026, buying an estimated $150K and bringing the position to 7,031 shares worth $753K. The position accounts for 0.23% of the portfolio, ranked #119.

Iams Wealth Management first reported a position in XLC in Q3 2024 and has held it in 8 quarters since. The position peaked at $774K in Q2 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Iams Wealth Management held 7,031 shares of State Street Communication Services Select Sector SPDR ETF worth $753K as of Q2 2026.
  • Iams Wealth Management bought 1,313 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $150K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.23% of Iams Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Iams Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
  • Iams Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $774K 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 Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.