PWM
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Penobscot Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Penobscot Wealth Management’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 		$620K Buy
5,783
+50
+0.9% +$5.7K 0.17% 66
2026
Q1 		$636K Buy
5,733
+93
+2% +$10.8K 0.19% 58
2025
Q4 		$664K Buy
5,640
+209
+4% +$24.1K 0.21% 55
2025
Q3 		$643K Sell
5,431
-479
-8% -$53.2K 0.21% 57
2025
Q2 		$641K Buy
5,910
+1,030
+21% +$101K 0.23% 51
2025
Q1 		$471K Buy
+4,880
New +$487K 0.2% 56

Other funds holding XLC

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
DC
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Penobscot Wealth Management's XLC Position: Q2 2026 in Review

Penobscot Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.87% in Q2 2026, buying an estimated $5.7K and bringing the position to 5,783 shares worth $620K. The position accounts for 0.17% of the portfolio, ranked #66.

Penobscot Wealth Management first reported a position in XLC in Q1 2025 and has held it in 6 quarters since. The position peaked at $664K in Q4 2025. 193 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Penobscot Wealth Management held 5,783 shares of State Street Communication Services Select Sector SPDR ETF worth $620K as of Q2 2026.
  • Penobscot Wealth Management bought 50 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $5.7K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.17% of Penobscot Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Penobscot Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • Penobscot Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $664K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.