NorthRock Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

NorthRock Partners’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	$3.13M	Sell	28,203 -3,670	-12%	-$425K	0.05%	158
2025 Q4	$3.75M	Sell	31,873 -5,522	-15%	-$636K	0.06%	140
2025 Q3	$4.43M	Buy	+37,395	New	+$4.16M	0.08%	122
2025 Q2	–	Sell	-25	Closed	-$2.41K	–	955
2025 Q1	$2.41K	Sell	25 -175	-88%	-$17.5K	﹤0.01%	820
2024 Q4	$19.4K	Hold	200	–	–	﹤0.01%	699
2024 Q3	$18.1K	Buy	200 +6	+3%	+$517	﹤0.01%	751
2024 Q2	$16.7K	Buy	+194	New	+$16K	﹤0.01%	733

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

Morgan Stanley New York $1.66T AUM 25.57% 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

NorthRock Partners's XLC Position: Q1 2026 in Review

NorthRock Partners reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 12% in Q1 2026, selling an estimated $425K and leaving 28,203 shares worth $3.13M. The position accounts for 0.05% of the portfolio, ranked #158.

NorthRock Partners first reported a position in XLC in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.43M in Q3 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

NorthRock Partners held 28,203 shares of State Street Communication Services Select Sector SPDR ETF worth $3.13M as of Q1 2026.
NorthRock Partners sold 3,670 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $425K.
State Street Communication Services Select Sector SPDR ETF made up 0.05% of NorthRock Partners's portfolio in Q1 2026, its #158 holding.
NorthRock Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and has held it in 7 quarters since.
NorthRock Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $4.43M in Q3 2025.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.