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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Integrated Wealth Concepts's XLC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.7% in Q1 2026, buying an estimated $115K and bringing the position to 59,599 shares worth $6.61M. The position accounts for 0.05% of the portfolio, ranked #339.

Integrated Wealth Concepts first reported a position in XLC in Q2 2019 and has held it in 28 quarters since. The position peaked at $9.32M in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Integrated Wealth Concepts held 59,599 shares of State Street Communication Services Select Sector SPDR ETF worth $6.61M as of Q1 2026.
  • Integrated Wealth Concepts bought 990 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $115K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.05% of Integrated Wealth Concepts's portfolio in Q1 2026, its #339 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 28 quarters since.
  • Integrated Wealth Concepts's State Street Communication Services Select Sector SPDR ETF position peaked at $9.32M in Q3 2025.
  • 1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.