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

Rothschild Capital 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	$202K	Buy	+1,885	New	+$215K	0.04%	90
2025 Q4	–	Sell	-8,810	Closed	-$1.04M	–	103
2025 Q3	$1.04M	Buy	8,810 +5,040	+134%	+$560K	0.25%	31
2025 Q2	$409K	Hold	3,770	–	–	0.11%	48
2025 Q1	$364K	Hold	3,770	–	–	0.1%	53
2024 Q4	$365K	Buy	+3,770	New	+$359K	0.09%	62

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 22.9% 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

Rothschild Capital Partners's XLC Position: Q2 2026 in Review

Rothschild Capital Partners opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 1,885 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #90 among its holdings. This is a return to the name: Rothschild Capital Partners previously reported a position in XLC as recently as Q3 2025.

Rothschild Capital Partners first reported a position in XLC in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.04M in Q3 2025. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Rothschild Capital Partners held 1,885 shares of State Street Communication Services Select Sector SPDR ETF worth $202K as of Q2 2026.
State Street Communication Services Select Sector SPDR ETF was a new Rothschild Capital Partners position in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.04% of Rothschild Capital Partners's portfolio in Q2 2026, its #90 holding.
Rothschild Capital Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
Rothschild Capital Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $1.04M in Q3 2025.
1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.