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

Phoenix Financial’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	$73M	Sell	681,182 -4,170	-0.6%	-$475K	0.5%	48
2026 Q1	$76M	Hold	685,352	–	–	0.72%	38
2025 Q4	$80.2M	Buy	685,352 +4,255	+0.6%	+$490K	0.87%	30
2025 Q3	$80.6M	Buy	+681,097	New	+$75.7M	0.98%	28
2021 Q4	–	Sell	-14,650	Closed	-$1.17M	–	442
2021 Q3	$1.17M	Buy	+14,650	New	+$1.21M	0.02%	261
2021 Q2	–	Sell	-114,677	Closed	-$8.41M	–	427
2021 Q1	$8.41M	Buy	+114,677	New	+$8.16M	0.19%	115
2020 Q3	–	Sell	-123,603	Closed	-$6.35M	–	369
2020 Q2	$6.35M	Buy	123,603 +43,150	+54%	+$2.22M	0.27%	97
2020 Q1	$3.48M	Sell	80,453 -1,417	-2%	-$73.3K	0.18%	122
2019 Q4	$4.37M	Buy	81,870 +214	+0.3%	+$11K	0.18%	108
2019 Q3	$3.84M	Buy	+81,656	New	+$4.09M	0.18%	105

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

Phoenix Financial's XLC Position: Q2 2026 in Review

Phoenix Financial reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.61% in Q2 2026, selling an estimated $475K and leaving 681,182 shares worth $73M. The position accounts for 0.5% of the portfolio, ranked #48.

Phoenix Financial first reported a position in XLC in Q3 2019 and has held it in 10 quarters since. The position peaked at $80.6M in Q3 2025. 1,153 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Phoenix Financial held 681,182 shares of State Street Communication Services Select Sector SPDR ETF worth $73M as of Q2 2026.
Phoenix Financial sold 4,170 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $475K.
State Street Communication Services Select Sector SPDR ETF made up 0.5% of Phoenix Financial's portfolio in Q2 2026, its #48 holding.
Phoenix Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2019 and has held it in 10 quarters since.
Phoenix Financial's State Street Communication Services Select Sector SPDR ETF position peaked at $80.6M in Q3 2025.
1,153 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.