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

Marion 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	$3.32M	Buy	30,976 +337	+1%	+$38.4K	0.68%	35
2026 Q1	$3.4M	Buy	30,639 +431	+1%	+$49.9K	0.75%	33
2025 Q4	$3.53M	Buy	30,208 +478	+2%	+$55K	0.79%	34
2025 Q3	$3.52M	Sell	29,730 -38	-0.1%	-$4.22K	0.83%	29
2025 Q2	$3.23M	Buy	29,768 +268	+0.9%	+$26.4K	0.81%	32
2025 Q1	$2.85M	Sell	29,500 -4,025	-12%	-$402K	0.76%	33
2024 Q4	$3.25M	Sell	33,525 -65	-0.2%	-$6.2K	0.86%	31
2024 Q3	$3.04M	Buy	33,590 +1,129	+3%	+$97.3K	0.81%	30
2024 Q2	$2.78M	Buy	32,461 +339	+1%	+$27.9K	0.82%	32
2024 Q1	$2.62M	Sell	32,122 -188	-0.6%	-$14.6K	0.78%	34
2023 Q4	$2.35M	Sell	32,310 -1,620	-5%	-$111K	0.75%	37
2023 Q3	$2.22M	Buy	33,930 +22	+0.1%	+$1.47K	0.78%	30
2023 Q2	$2.21M	Buy	33,908 +256	+0.8%	+$15.6K	0.78%	29
2023 Q1	$1.95M	Buy	33,652 +2,030	+6%	+$110K	0.73%	35
2022 Q4	$1.52M	Buy	31,622 +6,819	+27%	+$334K	0.64%	37
2022 Q3	$1.19M	Buy	24,803 +2,152	+10%	+$118K	0.61%	36
2022 Q2	$1.23M	Buy	22,651 +6,061	+37%	+$365K	0.64%	39
2022 Q1	$1.14M	Buy	16,590 +430	+3%	+$30.3K	0.56%	44
2021 Q4	$1.25M	Buy	+16,160	New	+$1.28M	0.59%	40

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

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

Marion Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.1% in Q2 2026, buying an estimated $38.4K and bringing the position to 30,976 shares worth $3.32M. The position accounts for 0.68% of the portfolio, ranked #35.

Marion Wealth Management first reported a position in XLC in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.53M in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Marion Wealth Management held 30,976 shares of State Street Communication Services Select Sector SPDR ETF worth $3.32M as of Q2 2026.
Marion Wealth Management bought 337 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $38.4K.
State Street Communication Services Select Sector SPDR ETF made up 0.68% of Marion Wealth Management's portfolio in Q2 2026, its #35 holding.
Marion Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Marion Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $3.53M in Q4 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.