Institute for 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
$1.37M Buy
12,827
+553
+5% +$63K 0.12% 166
2026
Q1
$1.36M Buy
12,274
+1,260
+11% +$146K 0.15% 156
2025
Q4
$1.3M Buy
11,014
+1,341
+14% +$154K 0.14% 159
2025
Q3
$1.14M Sell
9,673
-269
-3% -$29.9K 0.12% 177
2025
Q2
$1.08M Buy
9,942
+1,165
+13% +$115K 0.12% 180
2025
Q1
$847K Buy
8,777
+1,949
+29% +$195K 0.11% 210
2024
Q4
$661K Buy
6,828
+1,198
+21% +$114K 0.08% 242
2024
Q3
$509K Buy
5,630
+538
+11% +$46.4K 0.06% 294
2024
Q2
$436K Buy
5,092
+539
+12% +$44.4K 0.06% 310
2024
Q1
$372K Buy
4,553
+763
+20% +$59.4K 0.05% 342
2023
Q4
$275K Buy
+3,790
New +$261K 0.04% 390
2021
Q4
Sell
-3,433
Closed -$275K 513
2021
Q3
$275K Sell
3,433
-470
-12% -$38.9K 0.05% 397
2021
Q2
$316K Sell
3,903
-18
-0.5% -$1.4K 0.06% 359
2021
Q1
$288K Sell
3,921
-725
-16% -$51.6K 0.05% 369
2020
Q4
$314K Buy
4,646
+84
+2% +$5.34K 0.06% 339
2020
Q3
$271K Sell
4,562
-319
-7% -$18.9K 0.06% 339
2020
Q2
$264K Sell
4,881
-525
-10% -$26.9K 0.06% 344
2020
Q1
$239K Sell
5,406
-683
-11% -$35.3K 0.07% 328
2019
Q4
$327K Sell
6,089
-828
-12% -$42.6K 0.07% 327
2019
Q3
$343K Buy
6,917
+61
+0.9% +$3.05K 0.09% 303
2019
Q2
$337K Buy
+6,856
New +$333K 0.07% 329

Other funds holding XLC

Institute for Wealth Management's XLC Position: Q2 2026 in Review

Institute for Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4.5% in Q2 2026, buying an estimated $63K and bringing the position to 12,827 shares worth $1.37M. The position accounts for 0.12% of the portfolio, ranked #166.

Institute for Wealth Management first reported a position in XLC in Q2 2019 and has held it in 21 quarters since. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Institute for Wealth Management held 12,827 shares of State Street Communication Services Select Sector SPDR ETF worth $1.37M as of Q2 2026.
  • Institute for Wealth Management bought 553 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $63K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.12% of Institute for Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Institute for Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and has held it in 21 quarters since.
  • 1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.