North Star Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

North Star Investment 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	–	Sell	-914	Closed	-$101K	–	1842
2026 Q1	$101K	Buy	+914	New	+$106K	0.01%	601
2025 Q1	–	Sell	-68	Closed	-$6.58K	–	1257
2024 Q4	$6.58K	Buy	+68	New	+$6.48K	﹤0.01%	955

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

North Star Investment Management's XLC Position: Q2 2026 in Review

North Star Investment Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 914 shares — an estimated $101K sold.

North Star Investment Management first reported a position in XLC in Q4 2024 and held it in 2 quarters. The position peaked at $101K in Q1 2026. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

North Star Investment Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
North Star Investment Management sold 914 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $101K.
North Star Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
North Star Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $101K in Q1 2026.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.