Peak Retirement Planning’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Peak Retirement Planning’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	$16.7M	Buy	155,779 +40,063	+35%	+$4.57M	2.64%	10
2026 Q1	$12.8M	Buy	115,716 +25,396	+28%	+$2.94M	2.56%	7
2025 Q4	$10.6M	Sell	90,320 -6,677	-7%	-$768K	2.49%	7
2025 Q3	$11.5M	Buy	96,997 +22,026	+29%	+$2.45M	3.23%	6
2025 Q2	$8.14M	Buy	74,971 +15,580	+26%	+$1.53M	3.28%	2
2025 Q1	$5.73M	Buy	59,391 +7,769	+15%	+$776K	3.18%	6
2024 Q4	$4.9M	Buy	+51,622	New	+$4.92M	3.31%	6

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

Peak Retirement Planning's XLC Position: Q2 2026 in Review

Peak Retirement Planning increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 35% in Q2 2026, buying an estimated $4.57M and bringing the position to 155,779 shares worth $16.7M. The position accounts for 2.64% of the portfolio, ranked #10.

Peak Retirement Planning first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. 1,150 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Peak Retirement Planning held 155,779 shares of State Street Communication Services Select Sector SPDR ETF worth $16.7M as of Q2 2026.
Peak Retirement Planning bought 40,063 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $4.57M.
State Street Communication Services Select Sector SPDR ETF made up 2.64% of Peak Retirement Planning's portfolio in Q2 2026, its #10 holding.
Peak Retirement Planning first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,150 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.