Mosley Wealth Management
XLC icon

Mosley Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Mosley Wealth 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
Q3 		$173K Sell
1,542
-308
-17% -$34.3K 0.05% 167
2026
Q2 		$198K Sell
1,850
-9,595
-84% -$1.09M 0.06% 155
2026
Q1 		$1.35M Buy
11,445
+1
+0% +$116 0.61% 35
2025
Q4 		$1.32M Buy
+11,444
New +$1.32M 0.61% 37
2024
Q4 		$1.43M Buy
14,046
+2,089
+17% +$199K 0.89% 27
2024
Q3 		$1.09M Buy
11,957
+8,283
+225% +$714K 0.74% 27
2024
Q2 		$315K Buy
+3,674
New +$303K 0.27% 79

Other funds holding XLC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mosley Wealth Management's XLC Position: Q3 2026 in Review

Mosley Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 17% in Q3 2026, selling an estimated $34.3K and leaving 1,542 shares worth $173K. The position accounts for 0.05% of the portfolio, ranked #167.

Mosley Wealth Management first reported a position in XLC in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q4 2024. 659 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

  • Mosley Wealth Management held 1,542 shares of State Street Communication Services Select Sector SPDR ETF worth $173K as of Q3 2026.
  • Mosley Wealth Management sold 308 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $34.3K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.05% of Mosley Wealth Management's portfolio in Q3 2026, its #167 holding.
  • Mosley Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and has held it in 7 quarters since.
  • Mosley Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $1.43M in Q4 2024.
  • 659 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.