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

Pinnacle Family Advisors’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	–	Sell	-5,579	Closed	-$657K	–	158
2025 Q4	$657K	Buy	5,579 +2,790	+100%	+$321K	0.29%	63
2025 Q3	$330K	Sell	2,789 -60	-2%	-$6.67K	0.14%	95
2025 Q2	$309K	Sell	2,849 -6,850	-71%	-$675K	0.15%	94
2025 Q1	$935K	Buy	9,699 +2,215	+30%	+$221K	0.51%	44
2024 Q4	$725K	Buy	+7,484	New	+$714K	0.35%	53
2023 Q4	–	Sell	-5,430	Closed	-$356K	–	101
2023 Q3	$356K	Buy	+5,430	New	+$362K	0.2%	63

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

Pinnacle Family Advisors's XLC Position: Q1 2026 in Review

Pinnacle Family Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 5,579 shares — an estimated $657K sold.

Pinnacle Family Advisors first reported a position in XLC in Q3 2023 and held it in 6 quarters. The position peaked at $935K in Q1 2025. 1,181 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Pinnacle Family Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Pinnacle Family Advisors sold 5,579 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $657K.
Pinnacle Family Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2023 and held it in 6 quarters.
Pinnacle Family Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $935K in Q1 2025.
1,181 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.