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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.4M Buy
171,942
+3,120
+2% +$356K 1.68% 14
2026
Q1
$18.7M Sell
168,822
-145
-0.1% -$16.8K 1.86% 13
2025
Q4
$19.9M Sell
168,967
-17,554
-9% -$2.02M 1.94% 12
2025
Q3
$22.1M Sell
186,521
-4,639
-2% -$516K 2.22% 10
2025
Q2
$20.7M Sell
191,160
-2,985
-2% -$294K 2.18% 10
2025
Q1
$18.7M Sell
194,145
-393
-0.2% -$39.2K 2.07% 10
2024
Q4
$18.8M Sell
194,538
-232
-0.1% -$22.1K 2.06% 10
2024
Q3
$17.6M Buy
194,770
+403
+0.2% +$34.7K 1.83% 14
2024
Q2
$16.6M Sell
194,367
-3,303
-2% -$272K 1.99% 15
2024
Q1
$16.1M Buy
197,670
+1,147
+0.6% +$89.3K 2.06% 15
2023
Q4
$14.3M Sell
196,523
-11,714
-6% -$806K 2.03% 14
2023
Q3
$13.7M Sell
208,237
-1,201
-0.6% -$80.1K 2.15% 13
2023
Q2
$13.6M Buy
209,438
+195,702
+1,425% +$11.9M 2.08% 14
2023
Q1
$796K Buy
13,736
+530
+4% +$28.8K 0.13% 62
2022
Q4
$634K Buy
+13,206
New +$647K 0.11% 66

Other funds holding XLC

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

Miller Investment Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.8% in Q2 2026, buying an estimated $356K and bringing the position to 171,942 shares worth $18.4M. The position accounts for 1.68% of the portfolio, ranked #14.

Miller Investment Management first reported a position in XLC in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.1M in Q3 2025. 1,161 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Miller Investment Management held 171,942 shares of State Street Communication Services Select Sector SPDR ETF worth $18.4M as of Q2 2026.
  • Miller Investment Management bought 3,120 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $356K.
  • State Street Communication Services Select Sector SPDR ETF made up 1.68% of Miller Investment Management's portfolio in Q2 2026, its #14 holding.
  • Miller Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Miller Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $22.1M in Q3 2025.
  • 1,161 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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