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

Simplicity Wealth’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	$3.05M	Sell	27,547 -6,901	-20%	-$799K	0.17%	130
2025 Q4	$4.06M	Buy	34,448 +1,716	+5%	+$197K	0.24%	99
2025 Q3	$3.87M	Sell	32,732 -15,757	-32%	-$1.75M	0.22%	102
2025 Q2	$5.26M	Buy	48,489 +21,859	+82%	+$2.15M	0.22%	105
2025 Q1	$2.57M	Buy	26,630 +16,485	+162%	+$1.65M	0.2%	127
2024 Q4	$982K	Sell	10,145 -9,407	-48%	-$897K	0.2%	92
2024 Q3	$1.77M	Sell	19,552 -2,755	-12%	-$238K	0.16%	123
2024 Q2	$1.91M	Buy	22,307 +5,063	+29%	+$417K	0.04%	362
2024 Q1	$1.41M	Buy	17,244 +7,790	+82%	+$607K	0.03%	428
2023 Q4	$687K	Buy	+9,454	New	+$651K	0.27%	60
2022 Q4	–	Sell	-10,534	Closed	-$504K	–	95
2022 Q3	$504K	Sell	10,534 -168	-2%	-$9.24K	0.68%	45
2022 Q2	$581K	Sell	10,702 -17,246	-62%	-$1.04M	0.85%	38
2022 Q1	$1.92M	Sell	27,948 -26,357	-49%	-$1.86M	1.87%	21
2021 Q4	$4.22M	Buy	+54,305	New	+$4.29M	2.27%	18

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 $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Simplicity Wealth's XLC Position: Q1 2026 in Review

Simplicity Wealth reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 20% in Q1 2026, selling an estimated $799K and leaving 27,547 shares worth $3.05M. The position accounts for 0.17% of the portfolio, ranked #130.

Simplicity Wealth first reported a position in XLC in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.26M in Q2 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Simplicity Wealth held 27,547 shares of State Street Communication Services Select Sector SPDR ETF worth $3.05M as of Q1 2026.
Simplicity Wealth sold 6,901 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $799K.
State Street Communication Services Select Sector SPDR ETF made up 0.17% of Simplicity Wealth's portfolio in Q1 2026, its #130 holding.
Simplicity Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
Simplicity Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $5.26M in Q2 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.