Insight Wealth Strategies’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Insight Wealth Strategies’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	–	Sell	-108,862	Closed	-$12.8M	–	187
2025 Q4	$12.8M	Buy	108,862 +2,368	+2%	+$273K	1.47%	21
2025 Q3	$12.6M	Sell	106,494 -84	-0.1%	-$9.34K	1.49%	17
2025 Q2	$11.5M	Buy	+106,578	New	+$10.5M	1.45%	21
2024 Q3	–	Sell	-79,626	Closed	-$6.82M	–	172
2024 Q2	$6.82M	Sell	79,626 -1,955	-2%	-$161K	0.97%	25
2024 Q1	$6.66M	Sell	81,581 -79,736	-49%	-$6.21M	0.98%	25
2023 Q4	$11.7M	Buy	+161,317	New	+$11.1M	1.89%	17

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Insight Wealth Strategies's XLC Position: Q1 2026 in Review

Insight Wealth Strategies sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 108,862 shares — an estimated $12.8M sold.

Insight Wealth Strategies first reported a position in XLC in Q4 2023 and held it in 6 quarters. The position peaked at $12.8M in Q4 2025. 1,183 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Insight Wealth Strategies reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Insight Wealth Strategies sold 108,862 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $12.8M.
Insight Wealth Strategies first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and held it in 6 quarters.
Insight Wealth Strategies's State Street Communication Services Select Sector SPDR ETF position peaked at $12.8M in Q4 2025.
1,183 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Insight Wealth Strategies's 13F filing for Q1 2026, filed 10 Apr 2026.