Medallion Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Medallion Wealth Advisors’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	$58.7K	Sell	530 -38	-7%	-$4.4K	0.02%	452
2025 Q4	$66.9K	Hold	568	–	–	0.02%	423
2025 Q3	$67.2K	Sell	568 -363	-39%	-$40.4K	0.02%	419
2025 Q2	$100K	Sell	931 -12	-1%	-$1.18K	0.04%	343
2025 Q1	$91.1K	Sell	943 -127	-12%	-$12.7K	0.04%	322
2024 Q4	$104K	Buy	+1,070	New	+$102K	0.05%	291

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

Medallion Wealth Advisors's XLC Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.7% in Q1 2026, selling an estimated $4.4K and leaving 530 shares worth $58.7K. The position accounts for 0.02% of the portfolio, ranked #452.

Medallion Wealth Advisors first reported a position in XLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $104K in Q4 2024. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Medallion Wealth Advisors held 530 shares of State Street Communication Services Select Sector SPDR ETF worth $58.7K as of Q1 2026.
Medallion Wealth Advisors sold 38 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $4.4K.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #452 holding.
Medallion Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $104K in Q4 2024.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.