Laurel Oak Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Laurel Oak Wealth 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	$341K	Sell	3,186 -1,980	-38%	-$226K	0.05%	267
2026 Q1	$573K	Sell	5,166 -2,502	-33%	-$290K	0.1%	169
2025 Q4	$903K	Buy	+7,668	New	+$883K	0.15%	115

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

Laurel Oak Wealth Management's XLC Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 38% in Q2 2026, selling an estimated $226K and leaving 3,186 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #267.

Laurel Oak Wealth Management first reported a position in XLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $903K in Q4 2025. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Laurel Oak Wealth Management held 3,186 shares of State Street Communication Services Select Sector SPDR ETF worth $341K as of Q2 2026.
Laurel Oak Wealth Management sold 1,980 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $226K.
State Street Communication Services Select Sector SPDR ETF made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #267 holding.
Laurel Oak Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Laurel Oak Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $903K 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 Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.