Modern Wealth 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
$1.12M Buy
10,440
+130
+1% +$14.8K 0.01% 495
2026
Q1
$1.15M Sell
10,310
-11,572
-53% -$1.34M 0.02% 393
2025
Q4
$2.58M Sell
21,882
-683
-3% -$78.6K 0.05% 263
2025
Q3
$2.67M Sell
22,565
-8,581
-28% -$954K 0.05% 252
2025
Q2
$3.38M Buy
31,146
+43
+0.1% +$4.24K 0.08% 208
2025
Q1
$3M Buy
31,103
+1,429
+5% +$143K 0.1% 172
2024
Q4
$2.87M Buy
+29,674
New +$2.83M 0.11% 156

Other funds holding XLC

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

Modern Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.3% in Q2 2026, buying an estimated $14.8K and bringing the position to 10,440 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #495.

Modern Wealth Management first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.38M in Q2 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Modern Wealth Management held 10,440 shares of State Street Communication Services Select Sector SPDR ETF worth $1.12M as of Q2 2026.
  • Modern Wealth Management bought 130 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $14.8K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #495 holding.
  • Modern Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $3.38M in Q2 2025.
  • 1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.