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Phillips Financial Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Phillips Financial 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
Q2 		– Sell
-135
Closed -$15K – 309
2026
Q1 		$15K Hold
135
– – ﹤0.01% 263
2025
Q4 		$15.9K Hold
135
– – ﹤0.01% 281
2025
Q3 		$16K Buy
+135
New +$15K ﹤0.01% 281

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Phillips Financial Management's XLC Position: Q2 2026 in Review

Phillips Financial Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 135 shares — an estimated $15K sold.

Phillips Financial Management first reported a position in XLC in Q3 2025 and held it in 3 quarters. The position peaked at $16K in Q3 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Phillips Financial Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Phillips Financial Management sold 135 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $15K.
  • Phillips Financial Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • Phillips Financial Management's State Street Communication Services Select Sector SPDR ETF position peaked at $16K in Q3 2025.
  • 1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.