Sovereign Financial Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Sovereign Financial Group’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	$201K	Sell	1,880 -287	-13%	-$32.7K	0.03%	370
2026 Q1	$240K	Hold	2,167	–	–	0.04%	312
2025 Q4	$255K	Sell	2,167 -7	-0.3%	-$806	0.04%	291
2025 Q3	$257K	Buy	+2,174	New	+$242K	0.05%	283

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

Sovereign Financial Group's XLC Position: Q2 2026 in Review

Sovereign Financial Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 13% in Q2 2026, selling an estimated $32.7K and leaving 1,880 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #370.

Sovereign Financial Group first reported a position in XLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $257K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Sovereign Financial Group held 1,880 shares of State Street Communication Services Select Sector SPDR ETF worth $201K as of Q2 2026.
Sovereign Financial Group sold 287 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $32.7K.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #370 holding.
Sovereign Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Sovereign Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $257K in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.