Private Wealth Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Private Wealth Asset Management’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	$106K	Sell	985 -680	-41%	-$77.5K	0.01%	326
2026 Q1	$185K	Hold	1,665	–	–	0.02%	265
2025 Q4	$196K	Hold	1,665	–	–	0.02%	262
2025 Q3	$197K	Hold	1,665	–	–	0.02%	245
2025 Q2	$181K	Buy	+1,665	New	+$164K	0.02%	248

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

Private Wealth Asset Management's XLC Position: Q2 2026 in Review

Private Wealth Asset Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 41% in Q2 2026, selling an estimated $77.5K and leaving 985 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #326.

Private Wealth Asset Management first reported a position in XLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $197K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Private Wealth Asset Management held 985 shares of State Street Communication Services Select Sector SPDR ETF worth $106K as of Q2 2026.
Private Wealth Asset Management sold 680 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $77.5K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #326 holding.
Private Wealth Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $197K in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.