Premier Path Wealth Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Premier Path Wealth Partners’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 Q3	$6.05M	Sell	54,541 -18,353	-25%	-$2.04M	0.71%	31
2026 Q2	$7.81M	Sell	72,894 -334	-0.5%	-$38.1K	0.9%	27
2026 Q1	$8.12M	Sell	73,228 -8,949	-11%	-$1.04M	1.06%	21
2025 Q4	$9.7M	Sell	82,177 -6,112	-7%	-$703K	1.25%	16
2025 Q3	$10.5M	Sell	88,289 -1,520	-2%	-$169K	1.35%	15
2025 Q2	$9.7M	Buy	89,809 +181	+0.2%	+$17.8K	1.36%	13
2025 Q1	$8.64M	Sell	89,628 -505	-0.6%	-$50.4K	1.35%	13
2024 Q4	$8.73M	Sell	90,133 -2,238	-2%	-$213K	1.33%	12
2024 Q3	$8.35M	Buy	92,371 +6,567	+8%	+$566K	1.32%	12
2024 Q2	$7.35M	Buy	85,804 +1,786	+2%	+$147K	1.25%	13
2024 Q1	$6.86M	Buy	84,018 +7,272	+9%	+$566K	1.29%	16
2023 Q4	$5.65M	Buy	+76,746	New	+$5.28M	1.25%	16

Other funds holding XLC

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Premier Path Wealth Partners's XLC Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 25% in Q3 2026, selling an estimated $2.04M and leaving 54,541 shares worth $6.05M. The position accounts for 0.71% of the portfolio, ranked #31.

Premier Path Wealth Partners first reported a position in XLC in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.5M in Q3 2025. 227 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Premier Path Wealth Partners held 54,541 shares of State Street Communication Services Select Sector SPDR ETF worth $6.05M as of Q3 2026.
Premier Path Wealth Partners sold 18,353 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $2.04M.
State Street Communication Services Select Sector SPDR ETF made up 0.71% of Premier Path Wealth Partners's portfolio in Q3 2026, its #31 holding.
Premier Path Wealth Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $10.5M in Q3 2025.
227 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.