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 Q3	$10.3M	Buy	92,624 +9,201	+11%	+$1.02M	0.74%	42
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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

KWMG LLC's XLC Position: Q3 2026 in Review

KWMG LLC increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 11% in Q3 2026, buying an estimated $1.02M and bringing the position to 92,624 shares worth $10.3M. The position accounts for 0.74% of the portfolio, ranked #42.

KWMG LLC first reported a position in XLC in Q1 2025 and has held it in 7 quarters since. 45 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

KWMG LLC held 92,624 shares of State Street Communication Services Select Sector SPDR ETF worth $10.3M as of Q3 2026.
KWMG LLC bought 9,201 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $1.02M.
State Street Communication Services Select Sector SPDR ETF made up 0.74% of KWMG LLC's portfolio in Q3 2026, its #42 holding.
KWMG LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and has held it in 7 quarters since.
45 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.