Madison Wealth Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Madison Wealth Partners’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	$777K	Buy	7,011 +178	+3%	+$20.6K	0.12%	84
2025 Q4	$804K	Buy	6,833 +107	+2%	+$12.3K	0.15%	68
2025 Q3	$796K	Buy	6,726 +30	+0.4%	+$3.33K	0.16%	64
2025 Q2	$727K	Buy	6,696 +52	+0.8%	+$5.12K	0.16%	67
2025 Q1	$641K	Buy	6,644 +19	+0.3%	+$1.9K	0.16%	70
2024 Q4	$641K	Buy	6,625 +28	+0.4%	+$2.67K	0.18%	69
2024 Q3	$596K	Buy	+6,597	New	+$569K	0.18%	70

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 $424B AUM 22.94% 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 $51.6B AUM 27.34% 1-Year Est. Return

Madison Wealth Partners's XLC Position: Q1 2026 in Review

Madison Wealth Partners increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.6% in Q1 2026, buying an estimated $20.6K and bringing the position to 7,011 shares worth $777K. The position accounts for 0.12% of the portfolio, ranked #84.

Madison Wealth Partners first reported a position in XLC in Q3 2024 and has held it in 7 quarters since. The position peaked at $804K in Q4 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Madison Wealth Partners held 7,011 shares of State Street Communication Services Select Sector SPDR ETF worth $777K as of Q1 2026.
Madison Wealth Partners bought 178 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $20.6K.
State Street Communication Services Select Sector SPDR ETF made up 0.12% of Madison Wealth Partners's portfolio in Q1 2026, its #84 holding.
Madison Wealth Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Madison Wealth Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $804K in Q4 2025.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.