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

Miller 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 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

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

Miller Investment Management's XLC Position: Q1 2026 in Review

Miller Investment Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.09% in Q1 2026, selling an estimated $16.8K and leaving 168,822 shares worth $18.7M. The position accounts for 1.86% of the portfolio, ranked #13.

Miller Investment Management first reported a position in XLC in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.1M in Q3 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Miller Investment Management held 168,822 shares of State Street Communication Services Select Sector SPDR ETF worth $18.7M as of Q1 2026.
Miller Investment Management sold 145 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $16.8K.
State Street Communication Services Select Sector SPDR ETF made up 1.86% of Miller Investment Management's portfolio in Q1 2026, its #13 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 14 quarters since.
Miller Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $22.1M in Q3 2025.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.