Johnson Investment Counsel’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.46M Buy
13,647
+2,731
+25% +$311K 0.01% 399
2026
Q1
$1.21M Sell
10,916
-3,265
-23% -$378K 0.01% 405
2025
Q4
$1.67M Buy
14,181
+4,084
+40% +$470K 0.01% 336
2025
Q3
$1.2M Buy
10,097
+186
+2% +$20.7K 0.01% 390
2025
Q2
$1.08M Sell
9,911
-103
-1% -$10.1K 0.01% 402
2025
Q1
$966K Buy
10,014
+60
+0.6% +$5.99K 0.01% 403
2024
Q4
$964K Sell
9,954
-2,810
-22% -$268K 0.01% 395
2024
Q3
$1.15M Buy
12,764
+755
+6% +$65.1K 0.01% 373
2024
Q2
$1.03M Sell
12,009
-4,975
-29% -$410K 0.01% 379
2024
Q1
$1.39M Buy
16,984
+148
+0.9% +$11.5K 0.02% 329
2023
Q4
$1.22M Sell
16,836
-26
-0.2% -$1.79K 0.01% 340
2023
Q3
$1.11M Buy
16,862
+7,230
+75% +$482K 0.01% 332
2023
Q2
$627K Sell
9,632
-506
-5% -$30.8K 0.01% 432
2023
Q1
$588K Sell
10,138
-680
-6% -$36.9K 0.01% 431
2022
Q4
$519K Buy
10,818
+5,652
+109% +$277K 0.01% 449
2022
Q3
$247K Buy
+5,166
New +$284K ﹤0.01% 569
2022
Q1
– Sell
-2,705
Closed -$210K – 704
2021
Q4
$210K Sell
2,705
-372
-12% -$29.4K ﹤0.01% 639
2021
Q3
$247K Buy
3,077
+403
+15% +$33.4K ﹤0.01% 579
2021
Q2
$217K Buy
+2,674
New +$208K ﹤0.01% 598

Other funds holding XLC

Johnson Investment Counsel's XLC Position: Q2 2026 in Review

Johnson Investment Counsel increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 25% in Q2 2026, buying an estimated $311K and bringing the position to 13,647 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #399.

Johnson Investment Counsel first reported a position in XLC in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.67M in Q4 2025. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Johnson Investment Counsel held 13,647 shares of State Street Communication Services Select Sector SPDR ETF worth $1.46M as of Q2 2026.
  • Johnson Investment Counsel bought 2,731 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $311K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #399 holding.
  • Johnson Investment Counsel first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and has held it in 19 quarters since.
  • Johnson Investment Counsel's State Street Communication Services Select Sector SPDR ETF position peaked at $1.67M in Q4 2025.
  • 1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.