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

&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	$14.8M	Sell	133,154 -61,573	-32%	-$7.13M	0.07%	252
2025 Q4	$22.9M	Buy	194,727 +22,038	+13%	+$2.54M	0.12%	161
2025 Q3	$20.4M	Buy	172,689 +898	+0.5%	+$99.8K	0.13%	146
2025 Q2	$18.7M	Buy	171,791 +51,010	+42%	+$5.02M	0.14%	145
2025 Q1	$11.6M	Buy	120,781 +55,561	+85%	+$5.55M	0.12%	160
2024 Q4	$6.51M	Buy	65,220 +33,418	+105%	+$3.19M	0.08%	237
2024 Q3	$2.87M	Buy	31,802 +11,958	+60%	+$1.03M	0.06%	294
2024 Q2	$1.7M	Buy	+19,844	New	+$1.64M	0.07%	233
2021 Q4	–	Sell	-3,121	Closed	-$250K	–	188
2021 Q3	$250K	Buy	3,121 +375	+14%	+$31K	0.16%	144
2021 Q2	$222K	Buy	+2,746	New	+$214K	0.14%	157

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

&Partners's XLC Position: Q1 2026 in Review

&Partners reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 32% in Q1 2026, selling an estimated $7.13M and leaving 133,154 shares worth $14.8M. The position accounts for 0.07% of the portfolio, ranked #252.

&Partners first reported a position in XLC in Q2 2021 and has held it in 10 quarters since. The position peaked at $22.9M in Q4 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

&Partners held 133,154 shares of State Street Communication Services Select Sector SPDR ETF worth $14.8M as of Q1 2026.
&Partners sold 61,573 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $7.13M.
State Street Communication Services Select Sector SPDR ETF made up 0.07% of &Partners's portfolio in Q1 2026, its #252 holding.
&Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and has held it in 10 quarters since.
&Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $22.9M in Q4 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

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