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

Sagespring Wealth 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	$323K	Sell	3,017 -197	-6%	-$22.4K	0.01%	661
2026 Q1	$356K	Sell	3,214 -183	-5%	-$21.2K	0.01%	594
2025 Q4	$400K	Sell	3,397 -300	-8%	-$34.5K	0.01%	538
2025 Q3	$438K	Buy	3,697 +74	+2%	+$8.23K	0.01%	494
2025 Q2	$393K	Sell	3,623 -619	-15%	-$61K	0.01%	501
2025 Q1	$409K	Buy	4,242 +355	+9%	+$35.5K	0.01%	433
2024 Q4	$376K	Buy	+3,887	New	+$371K	0.01%	412

Other funds holding XLC

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sagespring Wealth Partners's XLC Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.1% in Q2 2026, selling an estimated $22.4K and leaving 3,017 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #661.

Sagespring Wealth Partners first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $438K in Q3 2025. 795 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Sagespring Wealth Partners held 3,017 shares of State Street Communication Services Select Sector SPDR ETF worth $323K as of Q2 2026.
Sagespring Wealth Partners sold 197 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $22.4K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #661 holding.
Sagespring Wealth Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $438K in Q3 2025.
795 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.