Mark Sheptoff Financial Planning’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Mark Sheptoff Financial Planning’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	$24.7K	Hold	214	–	–	0.01%	255
2025 Q4	$25.2K	Hold	214	–	–	0.01%	253
2025 Q3	$25.3K	Hold	214	–	–	0.01%	251
2025 Q2	$23.2K	Hold	214	–	–	0.01%	257
2025 Q1	$20.6K	Hold	214	–	–	0.01%	247
2024 Q4	$20.7K	Hold	214	–	–	0.01%	256
2024 Q3	$19.3K	Hold	214	–	–	0.01%	249
2024 Q2	$18.3K	Buy	+214	New	+$17.6K	0.01%	261
2023 Q1	–	Sell	-355	Closed	-$17K	–	396
2022 Q4	$17K	Buy	+355	New	+$17.4K	0.01%	232
2019 Q4	–	Sell	-27	Closed	-$1K	–	382
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	351
2019 Q2	$1K	Hold	27	–	–	﹤0.01%	344
2019 Q1	$1K	Buy	+27	New	+$1.23K	﹤0.01%	346

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 $374B AUM 17.66% 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 $40.4B AUM 21.2% 1-Year Est. Return

Mark Sheptoff Financial Planning's XLC Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 214 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #255.

Mark Sheptoff Financial Planning first reported a position in XLC in Q1 2019 and has held it in 12 quarters since. The position peaked at $25.3K in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Mark Sheptoff Financial Planning held 214 shares of State Street Communication Services Select Sector SPDR ETF worth $24.7K as of Q1 2026.
Mark Sheptoff Financial Planning left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #255 holding.
Mark Sheptoff Financial Planning first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and has held it in 12 quarters since.
Mark Sheptoff Financial Planning's State Street Communication Services Select Sector SPDR ETF position peaked at $25.3K in Q3 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.