Royal Fund Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Royal Fund 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 Q1	–	Sell	-129,831	Closed	-$15.3M	–	339
2025 Q4	$15.3M	Sell	129,831 -14,065	-10%	-$1.62M	1.39%	14
2025 Q3	$17M	Buy	143,896 +32,291	+29%	+$3.59M	2.03%	6
2025 Q2	$12.1M	Buy	111,605 +12,317	+12%	+$1.21M	1.2%	14
2025 Q1	$9.58M	Sell	99,288 -79,744	-45%	-$7.96M	1.07%	13
2024 Q4	$17.3M	Buy	179,032 +176,660	+7,448%	+$16.8M	1.62%	8
2024 Q3	$214K	Sell	2,372 -95,024	-98%	-$8.19M	0.01%	298
2024 Q2	$8.34M	Sell	97,396 -19,207	-16%	-$1.58M	0.68%	18
2024 Q1	$9.52M	Buy	116,603 +5,565	+5%	+$433K	0.94%	19
2023 Q4	$8.07M	Buy	+111,038	New	+$7.64M	0.89%	22

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Fund Management's XLC Position: Q1 2026 in Review

Royal Fund Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 129,831 shares — an estimated $15.3M sold.

Royal Fund Management first reported a position in XLC in Q4 2023 and held it in 9 quarters. The position peaked at $17.3M in Q4 2024. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Royal Fund Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Royal Fund Management sold 129,831 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $15.3M.
Royal Fund Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and held it in 9 quarters.
Royal Fund Management's State Street Communication Services Select Sector SPDR ETF position peaked at $17.3M in Q4 2024.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Royal Fund Management's 13F filing for Q1 2026, filed 19 May 2026.