KWMG LLC’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

KWMG LLC’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	$8.94M	Buy	83,423 +7,084	+9%	+$807K	0.65%	49
2026 Q1	$8.46M	Buy	76,339 +5,060	+7%	+$586K	0.71%	44
2025 Q4	$8.39M	Buy	71,279 +7,702	+12%	+$886K	0.72%	46
2025 Q3	$7.53M	Buy	63,577 +8,292	+15%	+$922K	0.66%	51
2025 Q2	$6M	Buy	55,285 +14,707	+36%	+$1.45M	0.56%	64
2025 Q1	$3.91M	Buy	+40,578	New	+$4.05M	0.4%	86

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 22.96% 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

KWMG LLC's XLC Position: Q2 2026 in Review

KWMG LLC increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 9.3% in Q2 2026, buying an estimated $807K and bringing the position to 83,423 shares worth $8.94M. The position accounts for 0.65% of the portfolio, ranked #49.

KWMG LLC first reported a position in XLC in Q1 2025 and has held it in 6 quarters since. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

KWMG LLC held 83,423 shares of State Street Communication Services Select Sector SPDR ETF worth $8.94M as of Q2 2026.
KWMG LLC bought 7,084 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $807K.
State Street Communication Services Select Sector SPDR ETF made up 0.65% of KWMG LLC's portfolio in Q2 2026, its #49 holding.
KWMG LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.