Mission Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Mission Wealth 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 Q2	$505K	Buy	4,716 +94	+2%	+$10.7K	0.01%	683
2026 Q1	$512K	Buy	4,622 +36	+0.8%	+$4.17K	0.01%	482
2025 Q4	$540K	Buy	4,586 +378	+9%	+$43.5K	0.01%	476
2025 Q3	$498K	Hold	4,208	–	–	0.01%	486
2025 Q2	$457K	Hold	4,208	–	–	0.01%	493
2025 Q1	$406K	Sell	4,208 -62	-1%	-$6.19K	0.01%	507
2024 Q4	$413K	Hold	4,270	–	–	0.01%	475
2024 Q3	$386K	Buy	4,270 +1,601	+60%	+$138K	0.01%	486
2024 Q2	$229K	Sell	2,669 -30	-1%	-$2.47K	0.01%	590
2024 Q1	$220K	Buy	+2,699	New	+$210K	0.01%	624

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

Mission Wealth Management's XLC Position: Q2 2026 in Review

Mission Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2% in Q2 2026, buying an estimated $10.7K and bringing the position to 4,716 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #683.

Mission Wealth Management first reported a position in XLC in Q1 2024 and has held it in 10 quarters since. The position peaked at $540K in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Mission Wealth Management held 4,716 shares of State Street Communication Services Select Sector SPDR ETF worth $505K as of Q2 2026.
Mission Wealth Management bought 94 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $10.7K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #683 holding.
Mission Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Mission Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $540K 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 Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.