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 Q2	–	Sell	-6,651	Closed	-$737K	–	593
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	$1M	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 $1.55T 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

Personal CFO Solutions's XLC Position: Q2 2026 in Review

Personal CFO Solutions sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 6,651 shares — an estimated $737K sold.

Personal CFO Solutions first reported a position in XLC in Q2 2020 and held it in 11 quarters. The position peaked at $2.82M in Q2 2020. 1,155 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Personal CFO Solutions reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Personal CFO Solutions sold 6,651 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $737K.
Personal CFO Solutions first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and held it in 11 quarters.
Personal CFO Solutions's State Street Communication Services Select Sector SPDR ETF position peaked at $2.82M in Q2 2020.
1,155 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.