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

NewEdge Wealth’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	$1.29M	Sell	12,066 -394	-3%	-$44.9K	0.01%	584
2026 Q1	$1.38M	Buy	12,460 +4,373	+54%	+$506K	0.02%	532
2025 Q4	$952K	Sell	8,087 -157	-2%	-$18.1K	0.01%	648
2025 Q3	$935K	Buy	8,244 +58	+0.7%	+$6.45K	0.01%	585
2025 Q2	$878K	Buy	8,186 +837	+11%	+$82.4K	0.01%	568
2025 Q1	$709K	Sell	7,349 -805	-10%	-$80.4K	0.01%	548
2024 Q4	$789K	Sell	8,154 -5,006	-38%	-$477K	0.01%	534
2024 Q3	$1.19M	Buy	+13,160	New	+$1.13M	0.02%	441
2022 Q4	–	Sell	-19,736	Closed	-$945K	–	572
2022 Q3	$945K	Sell	19,736 -2,214	-10%	-$122K	0.04%	276
2022 Q2	$1.19M	Sell	21,950 -3,586	-14%	-$216K	0.05%	270
2022 Q1	$1.76M	Buy	25,536 +611	+2%	+$43K	0.08%	169
2021 Q4	$1.94M	Buy	24,925 +5,100	+26%	+$403K	0.08%	175
2021 Q3	$1.59M	Buy	19,825 +2,456	+14%	+$203K	0.09%	144
2021 Q2	$1.41M	Buy	17,369 +7,491	+76%	+$583K	0.11%	148
2021 Q1	$724K	Buy	9,878 +4,778	+94%	+$340K	0.07%	192
2020 Q4	$344K	Buy	+5,100	New	+$325K	0.11%	120

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 22.96% 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

NewEdge Wealth's XLC Position: Q2 2026 in Review

NewEdge Wealth reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.2% in Q2 2026, selling an estimated $44.9K and leaving 12,066 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #584.

NewEdge Wealth first reported a position in XLC in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.94M in Q4 2021. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

NewEdge Wealth held 12,066 shares of State Street Communication Services Select Sector SPDR ETF worth $1.29M as of Q2 2026.
NewEdge Wealth sold 394 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $44.9K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #584 holding.
NewEdge Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
NewEdge Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $1.94M in Q4 2021.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.