Morgan Stanley’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Morgan Stanley’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	$854M	Sell	7,699,116 -200,972	-3%	-$23.3M	0.05%	345
2025 Q4	$930M	Buy	7,900,088 +2,935	+0%	+$338K	0.06%	310
2025 Q3	$935M	Sell	7,897,153 -2,479,483	-24%	-$276M	0.06%	306
2025 Q2	$1.13B	Buy	10,376,636 +3,121,946	+43%	+$308M	0.07%	238
2025 Q1	$700M	Buy	7,254,690 +460,472	+7%	+$46M	0.05%	355
2024 Q4	$658M	Buy	6,794,218 +322,670	+5%	+$30.8M	0.05%	381
2024 Q3	$585M	Sell	6,471,548 -20,106	-0.3%	-$1.73M	0.04%	410
2024 Q2	$556M	Buy	6,491,654 +155,053	+2%	+$12.8M	0.04%	405
2024 Q1	$517M	Sell	6,336,601 -6,421,145	-50%	-$500M	0.04%	429
2023 Q4	$927M	Buy	12,757,746 +6,620,188	+108%	+$456M	0.04%	429
2023 Q3	$402M	Buy	6,137,558 +456,812	+8%	+$30.5M	0.04%	434
2023 Q2	$370M	Buy	5,680,746 +570,818	+11%	+$34.8M	0.04%	475
2023 Q1	$296M	Buy	5,109,928 +49,423	+1%	+$2.68M	0.03%	554
2022 Q4	$243M	Sell	5,060,505 -283,324	-5%	-$13.9M	0.03%	611
2022 Q3	$256M	Sell	5,343,829 -739,268	-12%	-$40.7M	0.03%	483
2022 Q2	$330M	Buy	6,083,097 +575,325	+10%	+$34.6M	0.04%	412
2022 Q1	$379M	Buy	5,507,772 +289,015	+6%	+$20.4M	0.05%	337
2021 Q4	$405M	Sell	5,218,757 -933,531	-15%	-$73.8M	0.05%	342
2021 Q3	$493M	Buy	6,152,288 +1,586,451	+35%	+$131M	0.07%	269
2021 Q2	$370M	Buy	4,565,837 +45,533	+1%	+$3.55M	0.05%	341
2021 Q1	$331M	Sell	4,520,304 -455,183	-9%	-$32.4M	0.05%	328
2020 Q4	$336M	Sell	4,975,487 -641,771	-11%	-$40.8M	0.05%	311
2020 Q3	$334M	Buy	5,617,258 +1,395,557	+33%	+$82.7M	0.06%	261
2020 Q2	$228M	Sell	4,221,701 -151,919	-3%	-$7.8M	0.05%	314
2020 Q1	$193M	Buy	4,373,620 +899,930	+26%	+$46.6M	0.05%	312
2019 Q4	$186M	Sell	3,473,690 -462,721	-12%	-$23.8M	0.04%	398
2019 Q3	$195M	Buy	3,936,411 +713,759	+22%	+$35.7M	0.05%	354
2019 Q2	$159M	Buy	3,222,652 +128,893	+4%	+$6.27M	0.04%	405
2019 Q1	$145M	Buy	3,093,759 +377,880	+14%	+$17.2M	0.04%	425
2018 Q4	$112M	Buy	2,715,879 +1,880,290	+225%	+$84.3M	0.03%	485
2018 Q3	$40.9M	Buy	835,589 +794,719	+1,945%	+$39.3M	0.01%	1093
2018 Q2	$2.02M	Buy	+40,870	New	+$2.04M	﹤0.01%	4070

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley's XLC Position: Q1 2026 in Review

Morgan Stanley reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.5% in Q1 2026, selling an estimated $23.3M and leaving 7,699,116 shares worth $854M. The position accounts for 0.05% of the portfolio, ranked #345.

Morgan Stanley first reported a position in XLC in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.13B in Q2 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Morgan Stanley held 7,699,116 shares of State Street Communication Services Select Sector SPDR ETF worth $854M as of Q1 2026.
Morgan Stanley sold 200,972 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $23.3M.
State Street Communication Services Select Sector SPDR ETF made up 0.05% of Morgan Stanley's portfolio in Q1 2026, its #345 holding.
Morgan Stanley first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2018 and has held it in 32 quarters since.
Morgan Stanley's State Street Communication Services Select Sector SPDR ETF position peaked at $1.13B in Q2 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.