Smart Portfolios LLC’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Smart Portfolios LLC’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	$2.75M	Buy	24,837 +877	+4%	+$102K	2.75%	5
2025 Q4	$2.82M	Sell	23,960 -662	-3%	-$76.2K	2.81%	6
2025 Q3	$2.91M	Sell	24,622 -576	-2%	-$64K	2.81%	5
2025 Q2	$2.73M	Sell	25,198 -1,117	-4%	-$110K	2.76%	4
2025 Q1	$2.54M	Sell	26,315 -593	-2%	-$59.2K	2.76%	5
2024 Q4	$2.6M	Sell	26,908 -2,189	-8%	-$209K	2.73%	5
2024 Q3	$2.63M	Sell	29,097 -5,692	-16%	-$491K	2.68%	4
2024 Q2	$2.98M	Sell	34,789 -692	-2%	-$57K	3%	5
2024 Q1	$2.9M	Sell	35,481 -3,763	-10%	-$293K	3.05%	6
2023 Q4	$3.07M	Sell	39,244 -1,369	-3%	-$94.2K	3.61%	5
2023 Q3	$2.66M	Sell	40,613 -2,874	-7%	-$192K	4.78%	6
2023 Q2	$2.83M	Buy	+43,487	New	+$2.65M	4.97%	4
2022 Q2	–	Sell	-17,708	Closed	-$1.22M	–	55
2022 Q1	$1.22M	Sell	17,708 -535	-3%	-$37.7K	1.93%	17
2021 Q4	$1.42M	Buy	+18,243	New	+$1.44M	1.08%	26

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

Smart Portfolios LLC's XLC Position: Q1 2026 in Review

Smart Portfolios LLC increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.7% in Q1 2026, buying an estimated $102K and bringing the position to 24,837 shares worth $2.75M. The position accounts for 2.75% of the portfolio, ranked #5.

Smart Portfolios LLC first reported a position in XLC in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.07M in Q4 2023. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Smart Portfolios LLC held 24,837 shares of State Street Communication Services Select Sector SPDR ETF worth $2.75M as of Q1 2026.
Smart Portfolios LLC bought 877 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $102K.
State Street Communication Services Select Sector SPDR ETF made up 2.75% of Smart Portfolios LLC's portfolio in Q1 2026, its #5 holding.
Smart Portfolios LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
Smart Portfolios LLC's State Street Communication Services Select Sector SPDR ETF position peaked at $3.07M in Q4 2023.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.