Integrated Wealth Concepts’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Integrated Wealth Concepts’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	$12.5M	Buy	117,131 +57,532	+97%	+$6.56M	0.06%	287
2026 Q1	$6.61M	Buy	59,599 +990	+2%	+$115K	0.05%	339
2025 Q4	$6.9M	Sell	58,609 -20,114	-26%	-$2.31M	0.08%	223
2025 Q3	$9.32M	Sell	78,723 -7,054	-8%	-$784K	0.08%	229
2025 Q2	$9.31M	Buy	85,777 +5,455	+7%	+$537K	0.09%	198
2025 Q1	$7.75M	Buy	80,322 +3,498	+5%	+$349K	0.09%	224
2024 Q4	$7.44M	Buy	76,824 +982	+1%	+$93.6K	0.09%	222
2024 Q3	$6.86M	Buy	75,842 +1,107	+1%	+$95.4K	0.08%	227
2024 Q2	$6.4M	Sell	74,735 -271	-0.4%	-$22.3K	0.09%	223
2024 Q1	$6.13M	Buy	75,006 +18,890	+34%	+$1.47M	0.09%	235
2023 Q4	$4.08M	Sell	56,116 -11,133	-17%	-$766K	0.07%	270
2023 Q3	$4.41M	Buy	67,249 +14,756	+28%	+$984K	0.08%	249
2023 Q2	$3.42M	Buy	52,493 +17,190	+49%	+$1.05M	0.06%	305
2023 Q1	$2.05M	Buy	35,303 +2,020	+6%	+$110K	0.04%	400
2022 Q4	$1.6M	Sell	33,283 -2,249	-6%	-$110K	0.04%	370
2022 Q3	$1.7M	Sell	35,532 -8,695	-20%	-$478K	0.05%	321
2022 Q2	$2.4M	Sell	44,227 -15,824	-26%	-$953K	0.07%	242
2022 Q1	$4.13M	Buy	60,051 +18,724	+45%	+$1.32M	0.13%	155
2021 Q4	$3.21M	Sell	41,327 -6,972	-14%	-$551K	0.1%	178
2021 Q3	$3.87M	Buy	48,299 +25,983	+116%	+$2.15M	0.13%	145
2021 Q2	$1.81M	Buy	22,316 +2,437	+12%	+$190K	0.06%	236
2021 Q1	$1.46M	Buy	19,879 +2,904	+17%	+$207K	0.06%	239
2020 Q4	$1.15M	Buy	16,975 +252	+2%	+$16K	0.05%	226
2020 Q3	$993K	Buy	16,723 +2,518	+18%	+$149K	0.06%	217
2020 Q2	$768K	Buy	14,205 +868	+7%	+$44.6K	0.06%	211
2020 Q1	$590K	Sell	13,337 -41,107	-76%	-$2.13M	0.05%	202
2019 Q4	$2.92M	Buy	54,444 +3,557	+7%	+$183K	0.25%	76
2019 Q3	$2.52M	Sell	50,887 -1,922	-4%	-$96.2K	0.28%	72
2019 Q2	$2.6M	Buy	+52,809	New	+$2.57M	0.34%	66

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

Integrated Wealth Concepts's XLC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 97% in Q2 2026, buying an estimated $6.56M and bringing the position to 117,131 shares worth $12.5M. The position accounts for 0.06% of the portfolio, ranked #287.

Integrated Wealth Concepts first reported a position in XLC in Q2 2019 and has held it in 29 quarters since. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Integrated Wealth Concepts held 117,131 shares of State Street Communication Services Select Sector SPDR ETF worth $12.5M as of Q2 2026.
Integrated Wealth Concepts bought 57,532 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $6.56M.
State Street Communication Services Select Sector SPDR ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q2 2026, its #287 holding.
Integrated Wealth Concepts first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and has held it in 29 quarters since.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.