Midwest Trust’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Midwest Trust’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	$608K	Sell	5,680 -53	-0.9%	-$6.04K	0.01%	415
2026 Q1	$636K	Buy	5,733 +25	+0.4%	+$2.89K	0.01%	398
2025 Q4	$672K	Buy	5,708 +637	+13%	+$73.3K	0.01%	391
2025 Q3	$600K	Buy	5,071 +56	+1%	+$6.22K	0.01%	405
2025 Q2	$544K	Buy	+5,015	New	+$494K	0.01%	407

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

Midwest Trust's XLC Position: Q2 2026 in Review

Midwest Trust reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.92% in Q2 2026, selling an estimated $6.04K and leaving 5,680 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #415.

Midwest Trust first reported a position in XLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $672K in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Midwest Trust held 5,680 shares of State Street Communication Services Select Sector SPDR ETF worth $608K as of Q2 2026.
Midwest Trust sold 53 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $6.04K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #415 holding.
Midwest Trust first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's State Street Communication Services Select Sector SPDR ETF position peaked at $672K 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 Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.