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Journey Strategic Wealth’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Journey Strategic Wealth’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 		$305K Sell
2,751
-205
-7% -$23.7K 0.01% 537
2025
Q4 		$348K Sell
2,956
-181
-6% -$20.8K 0.01% 446
2025
Q3 		$371K Sell
3,137
-973
-24% -$108K 0.01% 386
2025
Q2 		$446K Buy
4,110
+401
+11% +$39.5K 0.01% 316
2025
Q1 		$358K Buy
3,709
+239
+7% +$23.9K 0.01% 291
2024
Q4 		$336K Sell
3,470
-57
-2% -$5.43K 0.01% 308
2024
Q3 		$319K Sell
3,527
-14
-0.4% -$1.21K 0.01% 320
2024
Q2 		$303K Buy
+3,541
New +$292K 0.01% 248

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 $424B AUM 22.94% 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

Journey Strategic Wealth's XLC Position: Q1 2026 in Review

Journey Strategic Wealth reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.9% in Q1 2026, selling an estimated $23.7K and leaving 2,751 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #537.

Journey Strategic Wealth first reported a position in XLC in Q2 2024 and has held it in 8 quarters since. The position peaked at $446K in Q2 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Journey Strategic Wealth held 2,751 shares of State Street Communication Services Select Sector SPDR ETF worth $305K as of Q1 2026.
  • Journey Strategic Wealth sold 205 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $23.7K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #537 holding.
  • Journey Strategic Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
  • Journey Strategic Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $446K in Q2 2025.
  • 1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.