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Pinnacle Associates’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Pinnacle Associates’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 		$13.4M Sell
121,102
-1,904
-2% -$220K 0.17% 136
2025
Q4 		$14.5M Buy
123,006
+84
+0.1% +$9.67K 0.19% 120
2025
Q3 		$14.6M Buy
122,922
+430
+0.4% +$47.8K 0.19% 119
2025
Q2 		$13.3M Buy
122,492
+65
+0.1% +$6.4K 0.19% 121
2025
Q1 		$11.8M Buy
122,427
+1,801
+1% +$180K 0.17% 130
2024
Q4 		$11.7M Buy
120,626
+31,095
+35% +$2.96M 0.16% 138
2024
Q3 		$6.51M Sell
89,531
-35,408
-28% -$3.05M 0.11% 200
2024
Q2 		$10.7M Buy
124,939
+36,497
+41% +$3.01M 0.17% 142
2024
Q1 		$7.22M Sell
88,442
-1,089
-1% -$84.8K 0.11% 197
2023
Q4 		$6.51M Buy
89,531
+6,687
+8% +$460K 0.11% 203
2023
Q3 		$5.43M Buy
82,844
+10,105
+14% +$674K 0.1% 211
2023
Q2 		$4.73M Buy
72,739
+62,972
+645% +$3.84M 0.08% 241
2023
Q1 		$566K Sell
9,767
-5,563
-36% -$302K 0.01% 499
2022
Q4 		$736K Buy
15,330
+825
+6% +$40.4K 0.02% 448
2022
Q3 		$695K Sell
14,505
-1,806
-11% -$99.4K 0.02% 449
2022
Q2 		$885K Sell
16,311
-35,793
-69% -$2.16M 0.02% 428
2022
Q1 		$3.58M Sell
52,104
-922
-2% -$65K 0.06% 267
2021
Q4 		$4.12M Buy
53,026
+5,575
+12% +$441K 0.07% 243
2021
Q3 		$3.8M Buy
47,451
+666
+1% +$55.1K 0.07% 248
2021
Q2 		$3.79M Buy
46,785
+75
+0.2% +$5.84K 0.07% 250
2021
Q1 		$3.42M Sell
46,710
-31
-0.1% -$2.21K 0.07% 254
2020
Q4 		$3.15M Buy
46,741
+100
+0.2% +$6.36K 0.06% 250
2020
Q3 		$2.77M Sell
46,641
-259
-0.6% -$15.3K 0.07% 239
2020
Q2 		$2.53M Buy
46,900
+150
+0.3% +$7.7K 0.06% 248
2020
Q1 		$2.07M Buy
46,750
+3,100
+7% +$160K 0.06% 250
2019
Q4 		$2.34M Buy
43,650
+135
+0.3% +$6.95K 0.05% 281
2019
Q3 		$2.15M Sell
43,515
-18,715
-30% -$937K 0.05% 294
2019
Q2 		$3.06M Buy
62,230
+8,155
+15% +$397K 0.07% 257
2019
Q1 		$2.53M Buy
54,075
+4,555
+9% +$208K 0.06% 277
2018
Q4 		$2.04M Buy
49,520
+19,425
+65% +$871K 0.05% 287
2018
Q3 		$1.48M Buy
+30,095
New +$1.49M 0.03% 353

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

Pinnacle Associates's XLC Position: Q1 2026 in Review

Pinnacle Associates reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.5% in Q1 2026, selling an estimated $220K and leaving 121,102 shares worth $13.4M. The position accounts for 0.17% of the portfolio, ranked #136.

Pinnacle Associates first reported a position in XLC in Q3 2018 and has held it in 31 quarters since. The position peaked at $14.6M in Q3 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Pinnacle Associates held 121,102 shares of State Street Communication Services Select Sector SPDR ETF worth $13.4M as of Q1 2026.
  • Pinnacle Associates sold 1,904 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $220K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.17% of Pinnacle Associates's portfolio in Q1 2026, its #136 holding.
  • Pinnacle Associates first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 31 quarters since.
  • Pinnacle Associates's State Street Communication Services Select Sector SPDR ETF position peaked at $14.6M 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 Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.