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

Smallwood Wealth Investment 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 		$24.2K Hold
226
– – 0.01% 257
2026
Q1 		$25.1K Hold
226
– – 0.01% 239
2025
Q4 		$26.6K Hold
226
– – 0.01% 235
2025
Q3 		$26.8K Hold
226
– – 0.01% 236
2025
Q2 		$24.5K Buy
+226
New +$22.3K 0.01% 234

Other funds holding XLC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Smallwood Wealth Investment Management's XLC Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 226 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #257.

Smallwood Wealth Investment Management first reported a position in XLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $26.8K in Q3 2025. 483 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Smallwood Wealth Investment Management held 226 shares of State Street Communication Services Select Sector SPDR ETF worth $24.2K as of Q2 2026.
  • Smallwood Wealth Investment Management 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 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #257 holding.
  • Smallwood Wealth Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • Smallwood Wealth Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $26.8K in Q3 2025.
  • 483 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.