James J. Burns & Company’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

James J. Burns & Company’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	-1,754	Closed	-$207K	–	167
2025 Q4	$207K	Hold	1,754	–	–	0.03%	155
2025 Q3	$208K	Sell	1,754 -450	-20%	-$50K	0.03%	151
2025 Q2	$239K	Buy	2,204 +106	+5%	+$10.4K	0.04%	136
2025 Q1	$202K	Buy	+2,098	New	+$210K	0.04%	139

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

James J. Burns & Company's XLC Position: Q1 2026 in Review

James J. Burns & Company sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 1,754 shares — an estimated $207K sold.

James J. Burns & Company first reported a position in XLC in Q1 2025 and held it in 4 quarters. The position peaked at $239K in Q2 2025. 1,190 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

James J. Burns & Company reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
James J. Burns & Company sold 1,754 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $207K.
James J. Burns & Company first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and held it in 4 quarters.
James J. Burns & Company's State Street Communication Services Select Sector SPDR ETF position peaked at $239K in Q2 2025.
1,190 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.