Shuttleworth & Co’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Shuttleworth & Co’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	$2.62M	Buy	24,428 +2,373	+11%	+$270K	2.09%	19
2026 Q1	$2.45M	Buy	22,055 +10,694	+94%	+$1.24M	2.21%	18
2025 Q4	$1.34M	Buy	11,361 +869	+8%	+$100K	1.22%	39
2025 Q3	$1.24M	Buy	+10,492	New	+$1.17M	1.13%	45

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

Shuttleworth & Co's XLC Position: Q2 2026 in Review

Shuttleworth & Co increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 11% in Q2 2026, buying an estimated $270K and bringing the position to 24,428 shares worth $2.62M. The position accounts for 2.09% of the portfolio, ranked #19.

Shuttleworth & Co first reported a position in XLC in Q3 2025 and has held it in 4 quarters since. 1,153 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Shuttleworth & Co held 24,428 shares of State Street Communication Services Select Sector SPDR ETF worth $2.62M as of Q2 2026.
Shuttleworth & Co bought 2,373 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $270K.
State Street Communication Services Select Sector SPDR ETF made up 2.09% of Shuttleworth & Co's portfolio in Q2 2026, its #19 holding.
Shuttleworth & Co first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
1,153 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.