Sequent Planning’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Sequent Planning’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	$2.33M	Buy	21,780 +2,104	+11%	+$240K	0.5%	54
2026 Q1	$2.18M	Buy	19,676 +2,553	+15%	+$296K	0.53%	50
2025 Q4	$2.02M	Buy	17,123 +3,889	+29%	+$448K	0.51%	49
2025 Q3	$1.57M	Buy	13,234 +5,889	+80%	+$655K	0.44%	48
2025 Q2	$797K	Buy	7,345 +2,623	+56%	+$258K	0.25%	66
2025 Q1	$455K	Buy	4,722 +1,384	+41%	+$138K	0.16%	87
2024 Q4	$323K	Buy	3,338 +967	+41%	+$92.2K	0.12%	109
2024 Q3	$214K	Buy	+2,371	New	+$204K	0.07%	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

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

Sequent Planning's XLC Position: Q2 2026 in Review

Sequent Planning increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 11% in Q2 2026, buying an estimated $240K and bringing the position to 21,780 shares worth $2.33M. The position accounts for 0.5% of the portfolio, ranked #54.

Sequent Planning first reported a position in XLC in Q3 2024 and has held it in 8 quarters since. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Sequent Planning held 21,780 shares of State Street Communication Services Select Sector SPDR ETF worth $2.33M as of Q2 2026.
Sequent Planning bought 2,104 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $240K.
State Street Communication Services Select Sector SPDR ETF made up 0.5% of Sequent Planning's portfolio in Q2 2026, its #54 holding.
Sequent Planning first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.