SHP Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

SHP Wealth 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	$887	Buy	+8	New	+$926	﹤0.01%	1484

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

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

SHP Wealth Management's XLC Position: Q1 2026 in Review

SHP Wealth Management opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026: 8 shares worth $887. The stake represents ﹤0.01% of the portfolio and ranks #1484 among its holdings.

1,183 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

SHP Wealth Management held 8 shares of State Street Communication Services Select Sector SPDR ETF worth $887 as of Q1 2026.
State Street Communication Services Select Sector SPDR ETF was a new SHP Wealth Management position in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1484 holding.
1,183 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.