Pallas Capital Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Pallas Capital Advisors’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	$3.28M	Sell	29,629 -3,942	-12%	-$456K	0.12%	145
2025 Q4	$3.95M	Sell	33,571 -277	-0.8%	-$31.9K	0.13%	129
2025 Q3	$4.01M	Sell	33,848 -250	-0.7%	-$27.8K	0.15%	118
2025 Q2	$3.7M	Sell	34,098 -14,345	-30%	-$1.41M	0.14%	121
2025 Q1	$4.67M	Sell	48,443 -5,207	-10%	-$520K	0.19%	107
2024 Q4	$5.19M	Sell	53,650 -797	-1%	-$76K	0.22%	92
2024 Q3	$4.93M	Sell	54,447 -2,102	-4%	-$181K	0.21%	96
2024 Q2	$4.83M	Buy	56,549 +1,909	+3%	+$157K	0.22%	99
2024 Q1	$4.46M	Buy	54,640 +3,197	+6%	+$249K	0.19%	102
2023 Q4	$3.74M	Buy	51,443 +12,882	+33%	+$886K	0.2%	102
2023 Q3	$2.48M	Buy	38,561 +6,530	+20%	+$436K	0.15%	116
2023 Q2	$2.14M	Buy	+32,031	New	+$1.95M	0.1%	122
2023 Q1	–	Sell	-23,228	Closed	-$1.23M	–	293
2022 Q4	$1.23M	Buy	23,228 +14,336	+161%	+$702K	0.12%	128
2022 Q3	$404K	Buy	+8,892	New	+$489K	0.05%	185
2022 Q1	–	Sell	-3,704	Closed	-$268K	–	296
2021 Q4	$268K	Sell	3,704 -3,246	-47%	-$257K	0.03%	261
2021 Q3	$561K	Sell	6,950 -2,598	-27%	-$215K	0.06%	216
2021 Q2	$784K	Buy	+9,548	New	+$743K	0.11%	144

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 $424B AUM 22.94% 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

Pallas Capital Advisors's XLC Position: Q1 2026 in Review

Pallas Capital Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 12% in Q1 2026, selling an estimated $456K and leaving 29,629 shares worth $3.28M. The position accounts for 0.12% of the portfolio, ranked #145.

Pallas Capital Advisors first reported a position in XLC in Q2 2021 and has held it in 17 quarters since. The position peaked at $5.19M in Q4 2024. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Pallas Capital Advisors held 29,629 shares of State Street Communication Services Select Sector SPDR ETF worth $3.28M as of Q1 2026.
Pallas Capital Advisors sold 3,942 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $456K.
State Street Communication Services Select Sector SPDR ETF made up 0.12% of Pallas Capital Advisors's portfolio in Q1 2026, its #145 holding.
Pallas Capital Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and has held it in 17 quarters since.
Pallas Capital Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $5.19M in Q4 2024.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.