KKM Financial’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

KKM Financial’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	$1.96M	Hold	16,671	–	–	0.35%	81
2025 Q4	$1.96M	Buy	16,671 +4,611	+38%	+$531K	0.35%	81
2025 Q3	$1.43M	Sell	12,060 -1,049	-8%	-$117K	0.45%	57
2025 Q2	$1.42M	Buy	13,109 +3,519	+37%	+$347K	0.49%	59
2025 Q1	$932K	Sell	9,590 -206	-2%	-$20.6K	0.39%	70
2024 Q4	$984K	Buy	9,796 +5,448	+125%	+$519K	0.41%	66
2024 Q3	$393K	Sell	4,348 -4,485	-51%	-$387K	0.19%	98
2024 Q2	$698K	Buy	8,833 +396	+5%	+$32.6K	0.33%	77
2024 Q1	$689K	Buy	8,437 +4,567	+118%	+$356K	0.34%	78
2023 Q4	$281K	Buy	+3,870	New	+$266K	0.18%	101

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

KKM Financial's XLC Position: Q1 2026 in Review

KKM Financial held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 16,671 shares worth $1.96M. The position accounts for 0.35% of the portfolio, ranked #81.

KKM Financial first reported a position in XLC in Q4 2023 and has held it in 10 quarters since. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

KKM Financial held 16,671 shares of State Street Communication Services Select Sector SPDR ETF worth $1.96M as of Q1 2026.
KKM Financial left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.35% of KKM Financial's portfolio in Q1 2026, its #81 holding.
KKM Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.