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

Maridea 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	$2.37M	Buy	22,082 +378	+2%	+$43.1K	0.26%	94
2026 Q1	$2.41M	Sell	21,704 -220	-1%	-$25.5K	0.35%	70
2025 Q4	$2.58M	Buy	21,924 +364	+2%	+$41.9K	0.39%	63
2025 Q3	$2.51M	Buy	+21,560	New	+$2.4M	0.39%	60

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

Maridea Wealth Management's XLC Position: Q2 2026 in Review

Maridea Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.7% in Q2 2026, buying an estimated $43.1K and bringing the position to 22,082 shares worth $2.37M. The position accounts for 0.26% of the portfolio, ranked #94.

Maridea Wealth Management first reported a position in XLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.58M in Q4 2025. 1,162 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Maridea Wealth Management held 22,082 shares of State Street Communication Services Select Sector SPDR ETF worth $2.37M as of Q2 2026.
Maridea Wealth Management bought 378 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $43.1K.
State Street Communication Services Select Sector SPDR ETF made up 0.26% of Maridea Wealth Management's portfolio in Q2 2026, its #94 holding.
Maridea Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Maridea Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $2.58M in Q4 2025.
1,162 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.