Monetary Management Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Monetary Management 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 Q1	$890K	Hold	8,025	–	–	0.21%	102
2025 Q4	$945K	Buy	8,025 +1,500	+23%	+$173K	0.22%	93
2025 Q3	$772K	Sell	6,525 -25	-0.4%	-$2.78K	0.18%	110
2025 Q2	$711K	Buy	6,550 +200	+3%	+$19.7K	0.18%	116
2025 Q1	$612K	Sell	6,350 -400	-6%	-$39.9K	0.17%	124
2024 Q4	$653K	Buy	6,750 +1,600	+31%	+$153K	0.17%	111
2024 Q3	$466K	Buy	5,150 +300	+6%	+$25.9K	0.12%	146
2024 Q2	$415K	Hold	4,850	–	–	0.11%	150
2024 Q1	$396K	Hold	4,850	–	–	0.11%	151
2023 Q4	$352K	Buy	4,850 +100	+2%	+$6.88K	0.11%	155
2023 Q3	$311K	Hold	4,750	–	–	0.1%	160
2023 Q2	$309K	Sell	4,750 -200	-4%	-$12.2K	0.09%	162
2023 Q1	$287K	Buy	4,950 +200	+4%	+$10.9K	0.08%	168
2022 Q4	$228K	Hold	4,750	–	–	0.07%	185
2022 Q3	$227K	Buy	4,750 +350	+8%	+$19.3K	0.07%	176
2022 Q2	$239K	Buy	4,400 +2,800	+175%	+$169K	0.07%	168
2022 Q1	$110K	Hold	1,600	–	–	0.03%	218
2021 Q4	$124K	Buy	1,600 +500	+45%	+$39.5K	0.03%	210
2021 Q3	$88K	Sell	1,100 -200	-15%	-$16.6K	0.02%	234
2021 Q2	$105K	Hold	1,300	–	–	0.03%	211
2021 Q1	$95K	Hold	1,300	–	–	0.03%	209
2020 Q4	$88K	Buy	1,300 +500	+63%	+$31.8K	0.03%	204
2020 Q3	$48K	Buy	800 +125	+19%	+$7.4K	0.02%	216
2020 Q2	$36K	Buy	675 +100	+17%	+$5.13K	0.01%	224
2020 Q1	$25K	Hold	575	–	–	0.01%	224
2019 Q4	$31K	Hold	575	–	–	0.01%	241
2019 Q3	$28K	Buy	575 +375	+188%	+$18.8K	0.01%	247
2019 Q2	$10K	Buy	+200	New	+$9.72K	﹤0.01%	291

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

Monetary Management Group's XLC Position: Q1 2026 in Review

Monetary Management Group held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 8,025 shares worth $890K. The position accounts for 0.21% of the portfolio, ranked #102.

Monetary Management Group first reported a position in XLC in Q2 2019 and has held it in 28 quarters since. The position peaked at $945K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Monetary Management Group held 8,025 shares of State Street Communication Services Select Sector SPDR ETF worth $890K as of Q1 2026.
Monetary Management Group left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.21% of Monetary Management Group's portfolio in Q1 2026, its #102 holding.
Monetary Management Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and has held it in 28 quarters since.
Monetary Management Group's State Street Communication Services Select Sector SPDR ETF position peaked at $945K in Q4 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.