SOL Capital Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

SOL Capital 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 Q1	–	Sell	-3,680	Closed	-$433K	–	312
2025 Q4	$433K	Sell	3,680 -30	-0.8%	-$3.45K	0.04%	252
2025 Q3	$439K	Hold	3,710	–	–	0.04%	243
2025 Q2	$403K	Sell	3,710 -25	-0.7%	-$2.46K	0.04%	253
2025 Q1	$360K	Hold	3,735	–	–	0.04%	251
2024 Q4	$362K	Sell	3,735 -45	-1%	-$4.29K	0.04%	250
2024 Q3	$342K	Hold	3,780	–	–	0.04%	259
2024 Q2	$324K	Hold	3,780	–	–	0.04%	254
2024 Q1	$309K	Hold	3,780	–	–	0.04%	259
2023 Q4	$275K	Sell	3,780 -20	-0.5%	-$1.38K	0.04%	263
2023 Q3	$249K	Sell	3,800 -495	-12%	-$33K	0.04%	260
2023 Q2	$280K	Hold	4,295	–	–	0.04%	253
2023 Q1	$249K	Sell	4,295 -830	-16%	-$45.1K	0.04%	260
2022 Q4	$246K	Hold	5,125	–	–	0.04%	254
2022 Q3	$245K	Buy	+5,125	New	+$282K	0.05%	238

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

SOL Capital Management's XLC Position: Q1 2026 in Review

SOL Capital Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 3,680 shares — an estimated $433K sold.

SOL Capital Management first reported a position in XLC in Q3 2022 and held it in 14 quarters. The position peaked at $439K in Q3 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

SOL Capital Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 3,680 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $433K.
SOL Capital Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2022 and held it in 14 quarters.
SOL Capital Management's State Street Communication Services Select Sector SPDR ETF position peaked at $439K in Q3 2025.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.