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Marshall Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Marshall Investment 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 		$11K Hold
102
– – ﹤0.01% 217
2026
Q1 		$11.3K Buy
+102
New +$11.8K 0.01% 186
2025
Q2 		– Sell
-101
Closed -$9.78K – 236
2025
Q1 		$9.78K Buy
+101
New +$10.1K 0.01% 166

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Marshall Investment Management's XLC Position: Q2 2026 in Review

Marshall Investment Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 102 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Marshall Investment Management first reported a position in XLC in Q1 2025 and has held it in 3 quarters since. The position peaked at $11.3K in Q1 2026. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Marshall Investment Management held 102 shares of State Street Communication Services Select Sector SPDR ETF worth $11K as of Q2 2026.
  • Marshall Investment Management left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #217 holding.
  • Marshall Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and has held it in 3 quarters since.
  • Marshall Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $11.3K in Q1 2026.
  • 1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.