Kestra Private Wealth Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Kestra Private Wealth Services’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	$2.17M	Sell	20,257 -685	-3%	-$78.1K	0.02%	566
2026 Q1	$2.32M	Buy	20,942 +151	+0.7%	+$17.5K	0.03%	505
2025 Q4	$2.45M	Buy	20,791 +2,106	+11%	+$242K	0.03%	482
2025 Q3	$2.21M	Sell	18,685 -420	-2%	-$46.7K	0.03%	492
2025 Q2	$2.07M	Sell	19,105 -3,417	-15%	-$337K	0.03%	486
2025 Q1	$2.17M	Sell	22,522 -1,463	-6%	-$146K	0.04%	442
2024 Q4	$2.32M	Buy	23,985 +1,792	+8%	+$171K	0.04%	397
2024 Q3	$2.01M	Buy	22,193 +1,596	+8%	+$138K	0.04%	417
2024 Q2	$1.76M	Sell	20,597 -1,055	-5%	-$86.9K	0.04%	419
2024 Q1	$1.77M	Buy	21,652 +8,233	+61%	+$641K	0.04%	403
2023 Q4	$975K	Buy	13,419 +2,871	+27%	+$198K	0.02%	535
2023 Q3	$692K	Buy	10,548 +2,370	+29%	+$158K	0.02%	561
2023 Q2	$532K	Buy	8,178 +293	+4%	+$17.8K	0.02%	611
2023 Q1	$457K	Sell	7,885 -1,814	-19%	-$98.5K	0.02%	630
2022 Q4	$465K	Buy	+9,699	New	+$475K	0.02%	540
2022 Q1	–	Sell	-2,628	Closed	-$204K	–	1068
2021 Q4	$204K	Buy	+2,628	New	+$208K	0.01%	903
2021 Q1	–	Sell	-3,491	Closed	-$234K	–	852
2020 Q4	$234K	Sell	3,491 -2,323	-40%	-$148K	0.02%	625
2020 Q3	$345K	Buy	+5,814	New	+$344K	0.03%	462

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 22.9% 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

Kestra Private Wealth Services's XLC Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.3% in Q2 2026, selling an estimated $78.1K and leaving 20,257 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #566.

Kestra Private Wealth Services first reported a position in XLC in Q3 2020 and has held it in 18 quarters since. The position peaked at $2.45M in Q4 2025. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Kestra Private Wealth Services held 20,257 shares of State Street Communication Services Select Sector SPDR ETF worth $2.17M as of Q2 2026.
Kestra Private Wealth Services sold 685 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $78.1K.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #566 holding.
Kestra Private Wealth Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2020 and has held it in 18 quarters since.
Kestra Private Wealth Services's State Street Communication Services Select Sector SPDR ETF position peaked at $2.45M 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 Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.