Osaic Holdings’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Osaic Holdings’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	$145M	Sell	1,354,417 -4,662	-0.3%	-$531K	0.17%	116
2026 Q1	$151M	Buy	1,359,079 +90,763	+7%	+$10.5M	0.22%	86
2025 Q4	$149M	Sell	1,268,316 -373,955	-23%	-$43M	0.22%	81
2025 Q3	$192M	Buy	1,642,271 +1,041,975	+174%	+$116M	0.27%	63
2025 Q2	$64.5M	Buy	600,296 +90,442	+18%	+$8.91M	0.11%	174
2025 Q1	$49.2M	Sell	509,854 -19,478	-4%	-$1.95M	0.11%	182
2024 Q4	$51.3M	Buy	529,332 +306,536	+138%	+$29.2M	0.12%	171
2024 Q3	$20.1M	Sell	222,796 -77,915	-26%	-$6.72M	0.05%	411
2024 Q2	$25.8M	Sell	300,711 -219,061	-42%	-$18.1M	0.06%	329
2024 Q1	$42.4M	Sell	519,772 -6,400	-1%	-$498K	0.09%	208
2023 Q4	$38.2M	Sell	526,172 -278,940	-35%	-$19.2M	0.07%	270
2023 Q3	$52.8M	Buy	805,112 +149,331	+23%	+$9.96M	0.08%	232
2023 Q2	$42.6M	Buy	655,781 +49,915	+8%	+$3.04M	0.08%	228
2023 Q1	$35.4M	Buy	605,866 +320,781	+113%	+$17.4M	0.07%	258
2022 Q4	$13.7M	Buy	285,085 +9,585	+3%	+$469K	0.03%	584
2022 Q3	$13.2M	Buy	275,500 +62,599	+29%	+$3.44M	0.03%	522
2022 Q2	$11.6M	Buy	212,901 +54,425	+34%	+$3.28M	0.03%	592
2022 Q1	$10.4M	Sell	158,476 -56,203	-26%	-$3.96M	0.02%	740
2021 Q4	$16.7M	Sell	214,679 -6,263	-3%	-$495K	0.03%	491
2021 Q3	$17.7M	Sell	220,942 -177,853	-45%	-$14.7M	0.04%	439
2021 Q2	$32.4M	Buy	398,795 +239,156	+150%	+$18.6M	0.07%	277
2021 Q1	$11.7M	Sell	159,639 -185,908	-54%	-$13.2M	0.03%	522
2020 Q4	$23.3M	Sell	345,547 -21,472	-6%	-$1.37M	0.06%	282
2020 Q3	$20.6M	Sell	367,019 -17,177	-4%	-$1.02M	0.06%	283
2020 Q2	$20.8M	Buy	384,196 +64,277	+20%	+$3.3M	0.07%	261
2020 Q1	$14.3M	Buy	+319,919	New	+$16.5M	0.06%	290

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

Osaic Holdings's XLC Position: Q2 2026 in Review

Osaic Holdings reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.34% in Q2 2026, selling an estimated $531K and leaving 1,354,417 shares worth $145M. The position accounts for 0.17% of the portfolio, ranked #116.

Osaic Holdings first reported a position in XLC in Q1 2020 and has held it in 26 quarters since. The position peaked at $192M in Q3 2025. 1,159 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Osaic Holdings held 1,354,417 shares of State Street Communication Services Select Sector SPDR ETF worth $145M as of Q2 2026.
Osaic Holdings sold 4,662 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $531K.
State Street Communication Services Select Sector SPDR ETF made up 0.17% of Osaic Holdings's portfolio in Q2 2026, its #116 holding.
Osaic Holdings first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's State Street Communication Services Select Sector SPDR ETF position peaked at $192M in Q3 2025.
1,159 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.