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 Q3	–	Sell	-223,779	Closed	-$24M	–	544
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Impact Partnership Wealth's XLC Position: Q3 2026 in Review

Impact Partnership Wealth sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2026, closing a stake of 223,779 shares — an estimated $24M sold.

Impact Partnership Wealth first reported a position in XLC in Q2 2023 and held it in 5 quarters. The position peaked at $24M in Q2 2026. 780 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Impact Partnership Wealth reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Impact Partnership Wealth sold 223,779 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $24M.
Impact Partnership Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and held it in 5 quarters.
Impact Partnership Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $24M in Q2 2026.
780 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.