Impact Partnership Wealth’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Impact Partnership Wealth’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	$24M	Buy	223,779 +221,899	+11,803%	+$25.3M	2.33%	9
2026 Q1	$208K	Sell	1,880 -517	-22%	-$59.9K	0.03%	339
2025 Q4	$282K	Buy	+2,397	New	+$276K	0.04%	283
2023 Q4	–	Sell	-32	Closed	-$2.1K	–	1097
2023 Q3	$2.1K	Hold	32	–	–	﹤0.01%	828
2023 Q2	$2.08K	Buy	+32	New	+$1.95K	﹤0.01%	652

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

Impact Partnership Wealth's XLC Position: Q2 2026 in Review

Impact Partnership Wealth increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 11,803% in Q2 2026, buying an estimated $25.3M and bringing the position to 223,779 shares worth $24M. The position accounts for 2.33% of the portfolio, ranked #9.

Impact Partnership Wealth first reported a position in XLC in Q2 2023 and has held it in 5 quarters since. 1,162 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Impact Partnership Wealth held 223,779 shares of State Street Communication Services Select Sector SPDR ETF worth $24M as of Q2 2026.
Impact Partnership Wealth bought 221,899 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $25.3M.
State Street Communication Services Select Sector SPDR ETF made up 2.33% of Impact Partnership Wealth's portfolio in Q2 2026, its #9 holding.
Impact Partnership Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and has held it in 5 quarters since.
1,162 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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