Quartz Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Quartz 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 Q2	–	Sell	-2,359	Closed	-$262K	–	213
2026 Q1	$262K	Buy	2,359 +197	+9%	+$22.8K	0.1%	145
2025 Q4	$255K	Buy	2,162 +30	+1%	+$3.45K	0.09%	140
2025 Q3	$252K	Sell	2,132 -13,643	-86%	-$1.52M	0.09%	156
2025 Q2	$1.71M	Buy	15,775 +2,953	+23%	+$291K	0.78%	35
2025 Q1	$1.24M	Buy	12,822 +1,416	+12%	+$141K	0.75%	38
2024 Q4	$1.1M	Sell	11,406 -759	-6%	-$72.4K	0.67%	42
2024 Q3	$1.1M	Buy	+12,165	New	+$1.05M	0.69%	44

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

Quartz Partners's XLC Position: Q2 2026 in Review

Quartz Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 2,359 shares — an estimated $262K sold.

Quartz Partners first reported a position in XLC in Q3 2024 and held it in 7 quarters. The position peaked at $1.71M in Q2 2025. 1,159 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Quartz Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Quartz Partners sold 2,359 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $262K.
Quartz Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and held it in 7 quarters.
Quartz Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $1.71M in Q2 2025.
1,159 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.