Plante Moran Financial Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Plante Moran Financial 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 Q2	$78.1K	Sell	729 -779	-52%	-$88.8K	﹤0.01%	282
2026 Q1	$167K	Sell	1,508 -245	-14%	-$28.4K	0.01%	177
2025 Q4	$206K	Buy	1,753 +349	+25%	+$40.2K	0.01%	167
2025 Q3	$166K	Hold	1,404	–	–	0.01%	184
2025 Q2	$152K	Buy	1,404 +40	+3%	+$3.94K	0.01%	187
2025 Q1	$132K	Hold	1,364	–	–	0.01%	210
2024 Q4	$132K	Hold	1,364	–	–	0.01%	219
2024 Q3	$123K	Hold	1,364	–	–	0.01%	245
2024 Q2	$117K	Hold	1,364	–	–	0.01%	226
2024 Q1	$111K	Buy	1,364 +232	+20%	+$18.1K	0.01%	233
2023 Q4	$82.3K	Sell	1,132 -30	-3%	-$2.06K	0.01%	263
2023 Q3	$76.2K	Buy	1,162 +30	+3%	+$2K	0.01%	252
2023 Q2	$73.7K	Buy	1,132 +675	+148%	+$41.1K	0.01%	259
2023 Q1	$26.5K	Hold	457	–	–	﹤0.01%	395
2022 Q4	$21.9K	Buy	457 +257	+129%	+$12.6K	﹤0.01%	441
2022 Q3	$10K	Hold	200	–	–	﹤0.01%	593
2022 Q2	$11K	Sell	200 -840	-81%	-$50.6K	﹤0.01%	596
2022 Q1	$72K	Buy	1,040 +840	+420%	+$59.2K	0.01%	279
2021 Q4	$16K	Hold	200	–	–	﹤0.01%	609
2021 Q3	$16K	Hold	200	–	–	﹤0.01%	611
2021 Q2	$16K	Hold	200	–	–	﹤0.01%	604
2021 Q1	$15K	Buy	+200	New	+$14.2K	﹤0.01%	588
2020 Q4	–	Sell	-1,226	Closed	-$73K	–	1005
2020 Q3	$73K	Hold	1,226	–	–	0.03%	263
2020 Q2	$66K	Hold	1,226	–	–	0.03%	261
2020 Q1	$54K	Hold	1,226	–	–	0.02%	248
2019 Q4	$66K	Hold	1,226	–	–	0.02%	280
2019 Q3	$61K	Hold	1,226	–	–	0.02%	314
2019 Q2	$60K	Hold	1,226	–	–	0.02%	306
2019 Q1	$57K	Buy	1,226 +946	+338%	+$43.1K	0.02%	309
2018 Q4	$12K	Buy	+280	New	+$12.6K	﹤0.01%	487

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

Plante Moran Financial Advisors's XLC Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 52% in Q2 2026, selling an estimated $88.8K and leaving 729 shares worth $78.1K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Plante Moran Financial Advisors first reported a position in XLC in Q4 2018 and has held it in 30 quarters since. The position peaked at $206K in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Plante Moran Financial Advisors held 729 shares of State Street Communication Services Select Sector SPDR ETF worth $78.1K as of Q2 2026.
Plante Moran Financial Advisors sold 779 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $88.8K.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #282 holding.
Plante Moran Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Plante Moran Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $206K in Q4 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.