Pettyjohn Wood & White’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Pettyjohn Wood & White’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	$1.29M	Buy	11,596 +450	+4%	+$52.1K	0.2%	84
2025 Q4	$1.31M	Sell	11,146 -185	-2%	-$21.3K	0.21%	80
2025 Q3	$1.34M	Buy	11,331 +875	+8%	+$97.3K	0.22%	83
2025 Q2	$1.13M	Buy	10,456 +1,137	+12%	+$112K	0.2%	87
2025 Q1	$899K	Buy	9,319 +800	+9%	+$79.9K	0.17%	91
2024 Q4	$825K	Sell	8,519 -50	-0.6%	-$4.77K	0.15%	94
2024 Q3	$775K	Sell	8,569 -50	-0.6%	-$4.31K	0.14%	95
2024 Q2	$738K	Buy	8,619 +620	+8%	+$51.1K	0.14%	94
2024 Q1	$653K	Buy	7,999 +484	+6%	+$37.7K	0.13%	103
2023 Q4	$546K	Buy	7,515 +220	+3%	+$15.1K	0.12%	106
2023 Q3	$478K	Buy	7,295 +175	+2%	+$11.7K	0.11%	108
2023 Q2	$463K	Buy	7,120 +225	+3%	+$13.7K	0.11%	109
2023 Q1	$400K	Hold	6,895	–	–	0.1%	122
2022 Q4	$331K	Buy	+6,895	New	+$338K	0.08%	134

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

Pettyjohn Wood & White's XLC Position: Q1 2026 in Review

Pettyjohn Wood & White increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4% in Q1 2026, buying an estimated $52.1K and bringing the position to 11,596 shares worth $1.29M. The position accounts for 0.2% of the portfolio, ranked #84.

Pettyjohn Wood & White first reported a position in XLC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.34M in Q3 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Pettyjohn Wood & White held 11,596 shares of State Street Communication Services Select Sector SPDR ETF worth $1.29M as of Q1 2026.
Pettyjohn Wood & White bought 450 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $52.1K.
State Street Communication Services Select Sector SPDR ETF made up 0.2% of Pettyjohn Wood & White's portfolio in Q1 2026, its #84 holding.
Pettyjohn Wood & White first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Pettyjohn Wood & White's State Street Communication Services Select Sector SPDR ETF position peaked at $1.34M in Q3 2025.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.