One Charles Private Wealth Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

One Charles Private Wealth Services’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	$2.2M	Sell	20,549 -1,504	-7%	-$171K	0.51%	39
2026 Q1	$2.44M	Sell	22,053 -69	-0.3%	-$7.99K	0.61%	33
2025 Q4	$2.6M	Sell	22,122 -511	-2%	-$58.8K	0.67%	32
2025 Q3	$2.68M	Buy	22,633 +111	+0.5%	+$12.3K	0.7%	30
2025 Q2	$2.44M	Sell	22,522 -916	-4%	-$90.2K	0.69%	28
2025 Q1	$2.26M	Buy	23,438 +674	+3%	+$67.3K	0.73%	25
2024 Q4	$2.2M	Sell	22,764 -38	-0.2%	-$3.62K	0.74%	25
2024 Q3	$2.06M	Sell	22,802 -8,175	-26%	-$705K	0.78%	22
2024 Q2	$2.65M	Buy	30,977 +1,484	+5%	+$122K	1.1%	14
2024 Q1	$2.41M	Sell	29,493 -223	-0.8%	-$17.4K	1.05%	15
2023 Q4	$2.16M	Buy	29,716 +2,407	+9%	+$166K	1.14%	13
2023 Q3	$1.79M	Buy	27,309 +373	+1%	+$24.9K	1.05%	17
2023 Q2	$1.75M	Buy	26,936 +479	+2%	+$29.2K	1.02%	19
2023 Q1	$1.53M	Sell	26,457 -7,457	-22%	-$405K	0.95%	22
2022 Q4	$1.63M	Buy	33,914 +4,449	+15%	+$218K	1.05%	24
2022 Q3	$1.41M	Sell	29,465 -27,693	-48%	-$1.52M	0.94%	27
2022 Q2	$3.13M	Buy	57,158 +23,092	+68%	+$1.39M	2.11%	14
2022 Q1	$2.34M	Buy	34,066 +594	+2%	+$41.9K	1.46%	18
2021 Q4	$2.6M	Buy	33,472 +1,981	+6%	+$157K	1.47%	22
2021 Q3	$2.52M	Buy	31,491 +1,917	+6%	+$159K	1.45%	20
2021 Q2	$2.4M	Buy	29,574 +21,687	+275%	+$1.69M	1.61%	18
2021 Q1	$578K	Buy	7,887 +4,893	+163%	+$348K	2.65%	16
2020 Q4	$202K	Buy	+2,994	New	+$191K	1.92%	25
2020 Q1	–	Sell	-10,138	Closed	-$544K	–	34
2019 Q4	$544K	Buy	+10,138	New	+$522K	0.36%	32

Other funds holding XLC

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

One Charles Private Wealth Services's XLC Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.8% in Q2 2026, selling an estimated $171K and leaving 20,549 shares worth $2.2M. The position accounts for 0.51% of the portfolio, ranked #39.

One Charles Private Wealth Services first reported a position in XLC in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.13M in Q2 2022. 189 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

One Charles Private Wealth Services held 20,549 shares of State Street Communication Services Select Sector SPDR ETF worth $2.2M as of Q2 2026.
One Charles Private Wealth Services sold 1,504 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $171K.
State Street Communication Services Select Sector SPDR ETF made up 0.51% of One Charles Private Wealth Services's portfolio in Q2 2026, its #39 holding.
One Charles Private Wealth Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 24 quarters since.
One Charles Private Wealth Services's State Street Communication Services Select Sector SPDR ETF position peaked at $3.13M in Q2 2022.
189 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.