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

PlanWiser 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	$2.79M	Buy	26,001 +745	+3%	+$84.9K	1.94%	24
2026 Q1	$2.96M	Sell	25,256 -5,268	-17%	-$610K	2.15%	18
2025 Q4	$3.5M	Buy	30,524 +9,359	+44%	+$1.08M	2.62%	13
2025 Q3	$2.4M	Sell	21,165 -7,373	-26%	-$820K	1.91%	24
2025 Q2	$3.05M	Buy	28,538 +6,518	+30%	+$642K	2.61%	13
2025 Q1	$2.15M	Buy	+22,020	New	+$2.2M	1.94%	21

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

PlanWiser Financial's XLC Position: Q2 2026 in Review

PlanWiser Financial increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.9% in Q2 2026, buying an estimated $84.9K and bringing the position to 26,001 shares worth $2.79M. The position accounts for 1.94% of the portfolio, ranked #24.

PlanWiser Financial first reported a position in XLC in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.5M in Q4 2025. 1,161 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

PlanWiser Financial held 26,001 shares of State Street Communication Services Select Sector SPDR ETF worth $2.79M as of Q2 2026.
PlanWiser Financial bought 745 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $84.9K.
State Street Communication Services Select Sector SPDR ETF made up 1.94% of PlanWiser Financial's portfolio in Q2 2026, its #24 holding.
PlanWiser Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
PlanWiser Financial's State Street Communication Services Select Sector SPDR ETF position peaked at $3.5M in Q4 2025.
1,161 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.