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Phillips Wealth Planners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Phillips Wealth Planners’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 		$1.27M Buy
10,972
+108
+1% +$12.5K 0.95% 23
2025
Q4 		$1.25M Sell
10,864
-143
-1% -$16.5K 1% 23
2025
Q3 		$1.28M Sell
11,007
-362
-3% -$40.2K 1.06% 19
2025
Q2 		$1.21M Buy
11,369
+360
+3% +$35.5K 1.1% 20
2025
Q1 		$1M Buy
11,009
+3,764
+52% +$376K 1.06% 22
2024
Q4 		$694K Buy
7,245
+291
+4% +$27.7K 0.69% 38
2024
Q3 		$633K Sell
6,954
-3,736
-35% -$322K 0.61% 45
2024
Q2 		$938K Buy
10,690
+22
+0.2% +$1.81K 0.99% 24
2024
Q1 		$854K Sell
10,668
-596
-5% -$46.4K 0.98% 21
2023
Q4 		$832K Buy
11,264
+23
+0.2% +$1.58K 1% 23
2023
Q3 		$755K Buy
11,241
+893
+9% +$59.6K 1.02% 26
2023
Q2 		$673K Sell
10,348
-1,160
-10% -$70.7K 0.88% 34
2023
Q1 		$689K Buy
11,508
+63
+0.6% +$3.42K 0.91% 30
2022
Q4 		$638K Buy
+11,445
New +$560K 1.11% 30

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Phillips Wealth Planners's XLC Position: Q1 2026 in Review

Phillips Wealth Planners increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.99% in Q1 2026, buying an estimated $12.5K and bringing the position to 10,972 shares worth $1.27M. The position accounts for 0.95% of the portfolio, ranked #23.

Phillips Wealth Planners first reported a position in XLC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.28M in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Phillips Wealth Planners held 10,972 shares of State Street Communication Services Select Sector SPDR ETF worth $1.27M as of Q1 2026.
  • Phillips Wealth Planners bought 108 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $12.5K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.95% of Phillips Wealth Planners's portfolio in Q1 2026, its #23 holding.
  • Phillips Wealth Planners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
  • Phillips Wealth Planners's State Street Communication Services Select Sector SPDR ETF position peaked at $1.28M in Q3 2025.
  • 1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.