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 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 $1.37T 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

PlanWiser Financial's XLC Position: Q1 2026 in Review

PlanWiser Financial reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 17% in Q1 2026, selling an estimated $610K and leaving 25,256 shares worth $2.96M. The position accounts for 2.15% of the portfolio, ranked #18.

PlanWiser Financial first reported a position in XLC in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.5M in Q4 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

PlanWiser Financial held 25,256 shares of State Street Communication Services Select Sector SPDR ETF worth $2.96M as of Q1 2026.
PlanWiser Financial sold 5,268 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $610K.
State Street Communication Services Select Sector SPDR ETF made up 2.15% of PlanWiser Financial's portfolio in Q1 2026, its #18 holding.
PlanWiser Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
PlanWiser Financial's State Street Communication Services Select Sector SPDR ETF position peaked at $3.5M in Q4 2025.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.