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

Peterson 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 Q1	$1.72M	Buy	15,488 +292	+2%	+$33.8K	1%	21
2025 Q4	$1.79M	Sell	15,196 -13,226	-47%	-$1.52M	1.33%	17
2025 Q3	$3.36M	Sell	28,422 -7,420	-21%	-$825K	2.33%	18
2025 Q2	$3.89M	Buy	35,842 +26,395	+279%	+$2.6M	2.31%	17
2025 Q1	$911K	Buy	9,447 +1,167	+14%	+$117K	0.61%	35
2024 Q4	$802K	Buy	8,280 +666	+9%	+$63.5K	0.48%	37
2024 Q3	$688K	Buy	7,614 +2,686	+55%	+$232K	0.44%	37
2024 Q2	$422K	Buy	+4,928	New	+$406K	0.26%	46
2023 Q2	–	Sell	-15,964	Closed	-$925K	–	75
2023 Q1	$925K	Sell	15,964 -1,107	-6%	-$60.1K	0.89%	32
2022 Q4	$819K	Sell	17,071 -562	-3%	-$27.5K	0.84%	31
2022 Q3	$844K	Buy	+17,633	New	+$970K	0.79%	31
2022 Q2	–	Sell	-23,610	Closed	-$1.62M	–	60
2022 Q1	$1.62M	Sell	23,610 -2,556	-10%	-$180K	1.09%	28
2021 Q4	$2.03M	Buy	26,166 +1,542	+6%	+$122K	1.36%	26
2021 Q3	$1.97M	Buy	24,624 +1,025	+4%	+$84.8K	1.53%	21
2021 Q2	$1.91M	Buy	23,599 +13,086	+124%	+$1.02M	1.49%	22
2021 Q1	$771K	Sell	10,513 -2,881	-22%	-$205K	0.65%	33
2020 Q4	$904K	Buy	13,394 +2,017	+18%	+$128K	0.73%	30
2020 Q3	$676K	Buy	11,377 +1,917	+20%	+$114K	0.6%	31
2020 Q2	$511K	Buy	9,460 +4,377	+86%	+$225K	0.51%	35
2020 Q1	$225K	Buy	+5,083	New	+$263K	0.27%	39

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

Peterson Wealth Management's XLC Position: Q1 2026 in Review

Peterson Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.9% in Q1 2026, buying an estimated $33.8K and bringing the position to 15,488 shares worth $1.72M. The position accounts for 1% of the portfolio, ranked #21.

Peterson Wealth Management first reported a position in XLC in Q1 2020 and has held it in 20 quarters since. The position peaked at $3.89M in Q2 2025. 1,181 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Peterson Wealth Management held 15,488 shares of State Street Communication Services Select Sector SPDR ETF worth $1.72M as of Q1 2026.
Peterson Wealth Management bought 292 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $33.8K.
State Street Communication Services Select Sector SPDR ETF made up 1% of Peterson Wealth Management's portfolio in Q1 2026, its #21 holding.
Peterson Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2020 and has held it in 20 quarters since.
Peterson Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $3.89M in Q2 2025.
1,181 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.