Joel Isaacson & Co’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Joel Isaacson & Co’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	$2.9M	Buy	27,111 +66	+0.2%	+$7.52K	0.08%	109
2026 Q1	$3M	Buy	27,045 +1,516	+6%	+$176K	0.1%	97
2025 Q4	$3.01M	Buy	25,529 +647	+3%	+$74.5K	0.1%	95
2025 Q3	$2.95M	Buy	24,882 +430	+2%	+$47.8K	0.11%	93
2025 Q2	$2.65M	Sell	24,452 -173	-0.7%	-$17K	0.11%	89
2025 Q1	$2.38M	Buy	24,625 +1,173	+5%	+$117K	0.11%	93
2024 Q4	$2.27M	Buy	23,452 +554	+2%	+$52.8K	0.1%	94
2024 Q3	$2.07M	Buy	22,898 +208	+0.9%	+$17.9K	0.1%	96
2024 Q2	$1.94M	Buy	22,690 +55	+0.2%	+$4.53K	0.1%	94
2024 Q1	$1.85M	Buy	22,635 +54	+0.2%	+$4.21K	0.1%	93
2023 Q4	$1.64M	Buy	22,581 +48	+0.2%	+$3.3K	0.1%	92
2023 Q3	$1.48M	Buy	22,533 +402	+2%	+$26.8K	0.1%	91
2023 Q2	$1.44M	Buy	22,131 +1,533	+7%	+$93.4K	0.1%	95
2023 Q1	$1.19M	Sell	20,598 -483	-2%	-$26.2K	0.09%	101
2022 Q4	$1.01M	Sell	21,081 -1,702	-7%	-$83.4K	0.08%	113
2022 Q3	$1.09M	Sell	22,783 -1,481	-6%	-$81.5K	0.09%	93
2022 Q2	$1.32M	Sell	24,264 -2,728	-10%	-$164K	0.11%	82
2022 Q1	$1.79M	Buy	26,992 +808	+3%	+$56.9K	0.13%	75
2021 Q4	$2.03M	Buy	26,184 +295	+1%	+$23.3K	0.14%	75
2021 Q3	$2.07M	Buy	25,889 +837	+3%	+$69.3K	0.16%	64
2021 Q2	$2.03M	Buy	25,052 +37	+0.1%	+$2.88K	0.16%	62
2021 Q1	$1.83M	Buy	25,015 +164	+0.7%	+$11.7K	0.16%	59
2020 Q4	$1.68M	Buy	24,851 +4,034	+19%	+$257K	0.16%	57
2020 Q3	$1.24M	Buy	20,817 +36	+0.2%	+$2.13K	0.16%	73
2020 Q2	$1.12M	Buy	+20,781	New	+$1.07M	0.16%	71

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

Joel Isaacson & Co's XLC Position: Q2 2026 in Review

Joel Isaacson & Co increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.24% in Q2 2026, buying an estimated $7.52K and bringing the position to 27,111 shares worth $2.9M. The position accounts for 0.08% of the portfolio, ranked #109.

Joel Isaacson & Co first reported a position in XLC in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.01M in Q4 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Joel Isaacson & Co held 27,111 shares of State Street Communication Services Select Sector SPDR ETF worth $2.9M as of Q2 2026.
Joel Isaacson & Co bought 66 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $7.52K.
State Street Communication Services Select Sector SPDR ETF made up 0.08% of Joel Isaacson & Co's portfolio in Q2 2026, its #109 holding.
Joel Isaacson & Co first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
Joel Isaacson & Co's State Street Communication Services Select Sector SPDR ETF position peaked at $3.01M in Q4 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.