Mystic Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Mystic Asset 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 Q2	$630K	Buy	5,880 +130	+2%	+$14.8K	0.13%	127
2026 Q1	$637K	Sell	5,750 -850	-13%	-$98.4K	0.15%	121
2025 Q4	$777K	Hold	6,600	–	–	0.18%	110
2025 Q3	$781K	Hold	6,600	–	–	0.18%	112
2025 Q2	$716K	Buy	6,600 +50	+0.8%	+$4.92K	0.17%	116
2025 Q1	$632K	Buy	6,550 +1,070	+20%	+$107K	0.17%	118
2024 Q4	$531K	Buy	5,480 +300	+6%	+$28.6K	0.14%	130
2024 Q3	$468K	Buy	5,180 +1,000	+24%	+$86.2K	0.18%	117
2024 Q2	$358K	Buy	4,180 +30	+0.7%	+$2.47K	0.14%	124
2024 Q1	$339K	Hold	4,150	–	–	0.14%	128
2023 Q4	$302K	Hold	4,150	–	–	0.14%	127
2023 Q3	$272K	Hold	4,150	–	–	0.15%	123
2023 Q2	$270K	Hold	4,150	–	–	0.14%	124
2023 Q1	$241K	Sell	4,150 -200	-5%	-$10.9K	0.13%	134
2022 Q4	$209K	Hold	4,350	–	–	0.12%	147
2022 Q3	$208K	Hold	4,350	–	–	0.13%	139
2022 Q2	$236K	Buy	+4,350	New	+$262K	0.14%	137
2022 Q1	–	Sell	-4,400	Closed	-$341K	–	416
2021 Q4	$341K	Buy	+4,400	New	+$348K	0.16%	131

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

Mystic Asset Management's XLC Position: Q2 2026 in Review

Mystic Asset Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.3% in Q2 2026, buying an estimated $14.8K and bringing the position to 5,880 shares worth $630K. The position accounts for 0.13% of the portfolio, ranked #127.

Mystic Asset Management first reported a position in XLC in Q4 2021 and has held it in 18 quarters since. The position peaked at $781K in Q3 2025. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Mystic Asset Management held 5,880 shares of State Street Communication Services Select Sector SPDR ETF worth $630K as of Q2 2026.
Mystic Asset 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 0.13% of Mystic Asset Management's portfolio in Q2 2026, its #127 holding.
Mystic Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Mystic Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $781K in Q3 2025.
1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Mystic Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.