Sherman Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Sherman Asset 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 Q2	$408K	Sell	3,811 -1,403	-27%	-$160K	0.32%	38
2026 Q1	$578K	Buy	5,214 +370	+8%	+$42.8K	0.53%	29
2025 Q4	$570K	Hold	4,844	–	–	0.48%	39
2025 Q3	$573K	Hold	4,844	–	–	0.49%	33
2025 Q2	$526K	Hold	4,844	–	–	0.47%	33
2025 Q1	$467K	Sell	4,844 -1,152	-19%	-$115K	0.45%	34
2024 Q4	$580K	Buy	+5,996	New	+$572K	0.53%	30

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

Sherman Asset Management's XLC Position: Q2 2026 in Review

Sherman Asset Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 27% in Q2 2026, selling an estimated $160K and leaving 3,811 shares worth $408K. The position accounts for 0.32% of the portfolio, ranked #38.

Sherman Asset Management first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $580K in Q4 2024. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Sherman Asset Management held 3,811 shares of State Street Communication Services Select Sector SPDR ETF worth $408K as of Q2 2026.
Sherman Asset Management sold 1,403 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $160K.
State Street Communication Services Select Sector SPDR ETF made up 0.32% of Sherman Asset Management's portfolio in Q2 2026, its #38 holding.
Sherman Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Sherman Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $580K in Q4 2024.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.