Red Tortoise LLC’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Red Tortoise LLC’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	$30.9K	Buy	279 +1	+0.4%	+$116	0.01%	157
2025 Q4	$32.7K	Buy	278 +1	+0.4%	+$115	0.01%	146
2025 Q3	$32.8K	Buy	277 +1	+0.4%	+$111	0.01%	146
2025 Q2	$30K	Buy	276 +1	+0.4%	+$99	0.01%	138
2025 Q1	$26.6K	Hold	275	–	–	0.01%	135
2024 Q4	$26.6K	Buy	275 +1	+0.4%	+$95	0.01%	140
2024 Q3	$24.8K	Buy	274 +1	+0.4%	+$86	0.01%	148
2024 Q2	$23.4K	Buy	273 +1	+0.4%	+$82	0.01%	147
2024 Q1	$22.2K	Buy	+272	New	+$21.2K	0.01%	140

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Red Tortoise LLC's XLC Position: Q1 2026 in Review

Red Tortoise LLC increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.36% in Q1 2026, buying an estimated $116 and bringing the position to 279 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #157.

Red Tortoise LLC first reported a position in XLC in Q1 2024 and has held it in 9 quarters since. The position peaked at $32.8K in Q3 2025. 1,187 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Red Tortoise LLC held 279 shares of State Street Communication Services Select Sector SPDR ETF worth $30.9K as of Q1 2026.
Red Tortoise LLC bought 1 State Street Communication Services Select Sector SPDR ETF share in Q1 2026, an estimated $116.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #157 holding.
Red Tortoise LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Red Tortoise LLC's State Street Communication Services Select Sector SPDR ETF position peaked at $32.8K in Q3 2025.
1,187 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.