Millstone Evans Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Millstone Evans Group’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	$4.29K	Hold	40	–	–	﹤0.01%	698
2026 Q1	$4.43K	Hold	40	–	–	﹤0.01%	668
2025 Q4	$4.71K	Hold	40	–	–	﹤0.01%	656
2025 Q3	$4.74K	Hold	40	–	–	﹤0.01%	638
2025 Q2	$4.34K	Buy	+40	New	+$3.94K	﹤0.01%	600

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

Millstone Evans Group's XLC Position: Q2 2026 in Review

Millstone Evans Group held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 40 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Millstone Evans Group first reported a position in XLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.74K in Q3 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Millstone Evans Group held 40 shares of State Street Communication Services Select Sector SPDR ETF worth $4.29K as of Q2 2026.
Millstone Evans Group 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 Millstone Evans Group's portfolio in Q2 2026, its #698 holding.
Millstone Evans Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Millstone Evans Group's State Street Communication Services Select Sector SPDR ETF position peaked at $4.74K in Q3 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.