Kennicott Capital Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Kennicott Capital Management’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	$211K	Sell	1,968 -54	-3%	-$6.15K	0.1%	46
2026 Q1	$224K	Sell	2,022 -55	-3%	-$6.37K	0.12%	44
2025 Q4	$245K	Hold	2,077	–	–	0.12%	45
2025 Q3	$246K	Hold	2,077	–	–	0.12%	43
2025 Q2	$225K	Hold	2,077	–	–	0.13%	44
2025 Q1	$200K	Hold	2,077	–	–	0.13%	41
2024 Q4	$201K	Buy	+2,077	New	+$198K	0.1%	40
2023 Q3	–	Sell	-32,781	Closed	-$711K	–	40
2023 Q2	$711K	Buy	32,781 +22,775	+228%	+$1.39M	0.36%	25
2023 Q1	$580K	Buy	+10,006	New	+$543K	0.36%	27
2022 Q3	–	Sell	-5,601	Closed	-$304K	–	43
2022 Q2	$304K	Hold	5,601	–	–	0.23%	34
2022 Q1	$385K	Hold	5,601	–	–	0.22%	39
2021 Q4	$435K	Buy	5,601 +212	+4%	+$16.8K	0.26%	38
2021 Q3	$432K	Hold	5,389	–	–	0.31%	40
2021 Q2	$436K	Buy	5,389 +1,479	+38%	+$115K	0.32%	37
2021 Q1	$287K	Buy	+3,910	New	+$278K	0.24%	44

Other funds holding XLC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Kennicott Capital Management's XLC Position: Q2 2026 in Review

Kennicott Capital Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.7% in Q2 2026, selling an estimated $6.15K and leaving 1,968 shares worth $211K. The position accounts for 0.1% of the portfolio, ranked #46.

Kennicott Capital Management first reported a position in XLC in Q1 2021 and has held it in 15 quarters since. The position peaked at $711K in Q2 2023. 354 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Kennicott Capital Management held 1,968 shares of State Street Communication Services Select Sector SPDR ETF worth $211K as of Q2 2026.
Kennicott Capital Management sold 54 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $6.15K.
State Street Communication Services Select Sector SPDR ETF made up 0.1% of Kennicott Capital Management's portfolio in Q2 2026, its #46 holding.
Kennicott Capital Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 15 quarters since.
Kennicott Capital Management's State Street Communication Services Select Sector SPDR ETF position peaked at $711K in Q2 2023.
354 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Kennicott Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.