MMA Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

MMA Asset 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	$953K	Sell	8,895 -38	-0.4%	-$4.33K	0.3%	66
2026 Q1	$990K	Sell	8,933 -198	-2%	-$22.9K	0.35%	59
2025 Q4	$1.07M	Sell	9,131 -4	-0%	-$460	0.38%	56
2025 Q3	$1.08M	Buy	9,135 +342	+4%	+$38K	0.36%	56
2025 Q2	$954K	Sell	8,793 -248	-3%	-$24.4K	0.37%	57
2025 Q1	$872K	Buy	9,041 +842	+10%	+$84.1K	0.37%	48
2024 Q4	$794K	Sell	8,199 -10,696	-57%	-$1.02M	0.35%	54
2024 Q3	$1.48M	Buy	18,895 +8,650	+84%	+$746K	0.39%	46
2024 Q2	$878K	Hold	10,245	–	–	0.41%	47
2024 Q1	$833K	Buy	10,245 +1,378	+16%	+$107K	0.39%	50
2023 Q4	$644K	Sell	8,867 -478	-5%	-$32.9K	0.34%	56
2023 Q3	$613K	Sell	9,345 -2,890	-24%	-$193K	0.35%	53
2023 Q2	$796K	Buy	12,235 +279	+2%	+$17K	0.47%	47
2023 Q1	$693K	Buy	11,956 +2,019	+20%	+$110K	0.5%	40
2022 Q4	$477K	Buy	9,937 +1,804	+22%	+$88.3K	0.39%	48
2022 Q3	$389K	Sell	8,133 -6,338	-44%	-$349K	0.34%	57
2022 Q2	$785K	Hold	14,471	–	–	0.68%	31
2022 Q1	$841K	Hold	14,471	–	–	0.66%	31
2021 Q4	$1.12M	Hold	14,471	–	–	0.79%	25
2021 Q3	$1.16M	Hold	14,471	–	–	0.89%	26
2021 Q2	$1.17M	Hold	14,471	–	–	0.89%	25
2021 Q1	$1.06M	Buy	14,471 +2,515	+21%	+$179K	0.92%	24
2020 Q4	$807K	Buy	+11,956	New	+$761K	0.78%	24

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

MMA Asset Management's XLC Position: Q2 2026 in Review

MMA Asset Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.43% in Q2 2026, selling an estimated $4.33K and leaving 8,895 shares worth $953K. The position accounts for 0.3% of the portfolio, ranked #66.

MMA Asset Management first reported a position in XLC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.48M in Q3 2024. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

MMA Asset Management held 8,895 shares of State Street Communication Services Select Sector SPDR ETF worth $953K as of Q2 2026.
MMA Asset Management sold 38 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $4.33K.
State Street Communication Services Select Sector SPDR ETF made up 0.3% of MMA Asset Management's portfolio in Q2 2026, its #66 holding.
MMA Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
MMA Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $1.48M in Q3 2024.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.