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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$601K Sell
5,607
-30
-0.5% -$3.42K 0.01% 801
2026
Q1
$625K Sell
5,637
-1,257
-18% -$146K 0.01% 691
2025
Q4
$812K Sell
6,894
-175
-2% -$20.1K 0.01% 607
2025
Q3
$837K Buy
7,069
+52
+0.7% +$5.78K 0.02% 574
2025
Q2
$762K Hold
7,017
0.02% 554
2025
Q1
$677K Buy
7,017
+69
+1% +$6.89K 0.02% 546
2024
Q4
$671K Buy
6,948
+75
+1% +$7.15K 0.02% 560
2024
Q3
$621K Sell
6,873
-968
-12% -$83.5K 0.02% 555
2024
Q2
$672K Buy
7,841
+791
+11% +$65.2K 0.02% 461
2024
Q1
$576K Sell
7,050
-2,253
-24% -$175K 0.02% 498
2023
Q4
$676K Sell
9,303
-244
-3% -$16.8K 0.02% 422
2023
Q3
$626K Sell
9,547
-57
-0.6% -$3.8K 0.03% 395
2023
Q2
$625K Buy
9,604
+1,363
+17% +$83K 0.02% 403
2023
Q1
$478K Sell
8,241
-1,463
-15% -$79.5K 0.03% 405
2022
Q4
$466K Buy
+9,704
New +$475K 0.03% 407
2021
Q1
Sell
-1,837
Closed -$124K 1050
2020
Q4
$124K Buy
+1,837
New +$117K 0.01% 498

Other funds holding XLC

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

Perigon Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.53% in Q2 2026, selling an estimated $3.42K and leaving 5,607 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #801.

Perigon Wealth Management first reported a position in XLC in Q4 2020 and has held it in 16 quarters since. The position peaked at $837K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Perigon Wealth Management held 5,607 shares of State Street Communication Services Select Sector SPDR ETF worth $601K as of Q2 2026.
  • Perigon Wealth Management sold 30 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $3.42K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #801 holding.
  • Perigon Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
  • Perigon Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $837K in Q3 2025.
  • 1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.