Personal CFO Solutions’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Personal CFO Solutions’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	$737K	Buy	6,651 +885	+15%	+$102K	0.1%	173
2025 Q4	$679K	Sell	5,766 -381	-6%	-$43.9K	0.11%	180
2025 Q3	$728K	Sell	6,147 -2,869	-32%	-$319K	0.13%	165
2025 Q2	$979K	Buy	+9,016	New	+$888K	0.18%	109
2022 Q1	–	Sell	-14,103	Closed	-$1.1M	–	522
2021 Q4	$1.1M	Sell	14,103 -1,518	-10%	-$120K	0.21%	104
2021 Q3	$1.25M	Buy	15,621 +2,594	+20%	+$215K	0.26%	83
2021 Q2	$1.05M	Sell	13,027 -1,495	-10%	-$116K	0.22%	90
2021 Q1	$1.06M	Sell	14,522 -2,374	-14%	-$169K	0.23%	89
2020 Q4	$1.14M	Sell	16,896 -424	-2%	-$27K	0.28%	81
2020 Q3	$1K	Sell	17,320 -34,862	-67%	-$2.06M	0.33%	127
2020 Q2	$2.82M	Buy	+52,182	New	+$2.68M	0.83%	28

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

Personal CFO Solutions's XLC Position: Q1 2026 in Review

Personal CFO Solutions increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 15% in Q1 2026, buying an estimated $102K and bringing the position to 6,651 shares worth $737K. The position accounts for 0.1% of the portfolio, ranked #173.

Personal CFO Solutions first reported a position in XLC in Q2 2020 and has held it in 11 quarters since. The position peaked at $2.82M in Q2 2020. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Personal CFO Solutions held 6,651 shares of State Street Communication Services Select Sector SPDR ETF worth $737K as of Q1 2026.
Personal CFO Solutions bought 885 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $102K.
State Street Communication Services Select Sector SPDR ETF made up 0.1% of Personal CFO Solutions's portfolio in Q1 2026, its #173 holding.
Personal CFO Solutions first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 11 quarters since.
Personal CFO Solutions's State Street Communication Services Select Sector SPDR ETF position peaked at $2.82M in Q2 2020.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.