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

SkyOak 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 Q2	$345K	Hold	3,223	–	–	0.06%	163
2026 Q1	$357K	Hold	3,223	–	–	0.07%	159
2025 Q4	$379K	Hold	3,223	–	–	0.07%	154
2025 Q3	$382K	Sell	3,223 -25	-0.8%	-$2.78K	0.07%	151
2025 Q2	$353K	Hold	3,248	–	–	0.07%	155
2025 Q1	$313K	Sell	3,248 -24	-0.7%	-$2.4K	0.07%	163
2024 Q4	$317K	Hold	3,272	–	–	0.07%	172
2024 Q3	$296K	Sell	3,272 -484	-13%	-$41.7K	0.07%	171
2024 Q2	$322K	Sell	3,756 -246	-6%	-$20.3K	0.08%	166
2024 Q1	$327K	Sell	4,002 -155	-4%	-$12.1K	0.08%	174
2023 Q4	$302K	Buy	4,157 +565	+16%	+$38.9K	0.08%	181
2023 Q3	$236K	Hold	3,592	–	–	0.07%	200
2023 Q2	$234K	Hold	3,592	–	–	0.07%	204
2023 Q1	$208K	Sell	3,592 -1,092	-23%	-$59.3K	0.06%	222
2022 Q4	$225K	Hold	4,684	–	–	0.08%	191
2022 Q3	$224K	Sell	4,684 -315	-6%	-$17.3K	0.08%	185
2022 Q2	$271K	Sell	4,999 -636	-11%	-$38.3K	0.09%	165
2022 Q1	$388K	Sell	5,635 -68,582	-92%	-$4.83M	0.11%	148
2021 Q4	$5.76M	Sell	74,217 -15,132	-17%	-$1.2M	1.47%	18
2021 Q3	$7.16M	Buy	+89,349	New	+$7.4M	1.93%	10
2021 Q2	–	Sell	-80,695	Closed	-$6.21M	–	251
2021 Q1	$6.21M	Buy	80,695 +65,626	+436%	+$4.67M	1.73%	9
2020 Q4	$1.02M	Sell	15,069 -66,975	-82%	-$4.26M	0.32%	82
2020 Q3	$4.87M	Sell	82,044 -29,218	-26%	-$1.73M	1.75%	12
2020 Q2	$6.01M	Buy	+111,262	New	+$5.71M	2.22%	5

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

SkyOak Wealth's XLC Position: Q2 2026 in Review

SkyOak Wealth held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 3,223 shares worth $345K. The position accounts for 0.06% of the portfolio, ranked #163.

SkyOak Wealth first reported a position in XLC in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.16M in Q3 2021. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

SkyOak Wealth held 3,223 shares of State Street Communication Services Select Sector SPDR ETF worth $345K as of Q2 2026.
SkyOak Wealth left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.06% of SkyOak Wealth's portfolio in Q2 2026, its #163 holding.
SkyOak Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
SkyOak Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $7.16M in Q3 2021.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.