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James Investment Research’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

James Investment Research’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 		$3.13M Sell
29,201
-192
-0.7% -$21.9K 0.32% 80
2026
Q1 		$3.26M Sell
29,393
-1,866
-6% -$216K 0.37% 68
2025
Q4 		$3.68M Sell
31,259
-797
-2% -$91.7K 0.4% 62
2025
Q3 		$3.79M Sell
32,056
-394
-1% -$43.8K 0.41% 61
2025
Q2 		$3.52M Sell
32,450
-920
-3% -$90.6K 0.42% 64
2025
Q1 		$3.22M Hold
33,370
– – 0.41% 70
2024
Q4 		$3.23M Sell
33,370
-1,293
-4% -$123K 0.38% 73
2024
Q3 		$3.13M Sell
34,663
-939
-3% -$81K 0.36% 76
2024
Q2 		$3.05M Sell
35,602
-200
-0.6% -$16.5K 0.36% 80
2024
Q1 		$2.92M Sell
35,802
-2,570
-7% -$200K 0.35% 85
2023
Q4 		$2.79M Sell
38,372
-3,471
-8% -$239K 0.35% 84
2023
Q3 		$2.74M Sell
41,843
-245
-0.6% -$16.3K 0.36% 82
2023
Q2 		$2.74M Sell
42,088
-19,237
-31% -$1.17M 0.35% 83
2023
Q1 		$3.56M Buy
61,325
+1,003
+2% +$54.5K 0.47% 72
2022
Q4 		$2.9M Buy
60,322
+234
+0.4% +$11.5K 0.4% 76
2022
Q3 		$2.88M Sell
60,088
-16,611
-22% -$914K 0.41% 78
2022
Q2 		$4.16M Sell
76,699
-14,481
-16% -$872K 0.56% 57
2022
Q1 		$6.27M Sell
91,180
-7,219
-7% -$509K 0.66% 46
2021
Q4 		$7.64M Sell
98,399
-3,821
-4% -$302K 0.7% 46
2021
Q3 		$8.19M Sell
102,220
-3,302
-3% -$273K 0.76% 45
2021
Q2 		$8.54M Sell
105,522
-2,854
-3% -$222K 0.73% 49
2021
Q1 		$7.95M Sell
108,376
-34,199
-24% -$2.43M 0.72% 46
2020
Q4 		$9.62M Buy
142,575
+15,365
+12% +$978K 0.87% 34
2020
Q3 		$7.56M Sell
127,210
-14,179
-10% -$840K 0.7% 45
2020
Q2 		$7.64M Buy
141,389
+63,835
+82% +$3.28M 0.71% 45
2020
Q1 		$3.43M Buy
77,554
+44,384
+134% +$2.3M 0.36% 82
2019
Q4 		$1.78M Buy
33,170
+32,700
+6,957% +$1.68M 0.12% 141
2019
Q3 		$23K Hold
470
– – ﹤0.01% 470
2019
Q2 		$23K Sell
470
-30,650
-98% -$1.49M ﹤0.01% 557
2019
Q1 		$1.46M Buy
+31,120
New +$1.42M 0.1% 164

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

James Investment Research's XLC Position: Q2 2026 in Review

James Investment Research reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.65% in Q2 2026, selling an estimated $21.9K and leaving 29,201 shares worth $3.13M. The position accounts for 0.32% of the portfolio, ranked #80.

James Investment Research first reported a position in XLC in Q1 2019 and has held it in 30 quarters since. The position peaked at $9.62M in Q4 2020. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • James Investment Research held 29,201 shares of State Street Communication Services Select Sector SPDR ETF worth $3.13M as of Q2 2026.
  • James Investment Research sold 192 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $21.9K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.32% of James Investment Research's portfolio in Q2 2026, its #80 holding.
  • James Investment Research first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
  • James Investment Research's State Street Communication Services Select Sector SPDR ETF position peaked at $9.62M in Q4 2020.
  • 1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.