Money Concepts Capital’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Money Concepts Capital’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	$397K	Buy	+3,701	New	+$422K	0.02%	451
2023 Q1	–	Sell	-1,518	Closed	-$72.8K	–	2942
2022 Q4	$72.8K	Buy	+1,518	New	+$74.3K	﹤0.01%	1100
2022 Q3	–	Sell	-3,542	Closed	-$194K	–	1678
2022 Q2	$194K	Sell	3,542 -1,035	-23%	-$62.3K	0.02%	421
2022 Q1	$315K	Buy	+4,577	New	+$322K	0.02%	565
2021 Q1	–	Sell	-2,453	Closed	-$166K	–	774
2020 Q4	$166K	Buy	+2,453	New	+$156K	0.02%	428

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 22.9% 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

Money Concepts Capital's XLC Position: Q2 2026 in Review

Money Concepts Capital opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 3,701 shares worth $397K. The stake represents 0.02% of the portfolio and ranks #451 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in XLC as recently as Q4 2022.

Money Concepts Capital first reported a position in XLC in Q4 2020 and has held it in 5 quarters since. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Money Concepts Capital held 3,701 shares of State Street Communication Services Select Sector SPDR ETF worth $397K as of Q2 2026.
State Street Communication Services Select Sector SPDR ETF was a new Money Concepts Capital position in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #451 holding.
Money Concepts Capital first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 5 quarters since.
1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.