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 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 $1.37T 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

Impact Partnership Wealth's XLC Position: Q1 2026 in Review

Impact Partnership Wealth reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 22% in Q1 2026, selling an estimated $59.9K and leaving 1,880 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #339.

Impact Partnership Wealth first reported a position in XLC in Q2 2023 and has held it in 4 quarters since. The position peaked at $282K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Impact Partnership Wealth held 1,880 shares of State Street Communication Services Select Sector SPDR ETF worth $208K as of Q1 2026.
Impact Partnership Wealth sold 517 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $59.9K.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of Impact Partnership Wealth's portfolio in Q1 2026, its #339 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 4 quarters since.
Impact Partnership Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $282K in Q4 2025.
1,181 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.