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

Sowell Financial Services’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 		$1.78M Sell
16,599
-2,160
-12% -$246K 0.06% 338
2026
Q1 		$2.08M Buy
18,759
+1,459
+8% +$169K 0.08% 277
2025
Q4 		$2.04M Sell
17,300
-656
-4% -$75.5K 0.07% 271
2025
Q3 		$2.13M Buy
17,956
+304
+2% +$33.8K 0.08% 258
2025
Q2 		$1.92M Buy
17,652
+288
+2% +$28.4K 0.08% 278
2025
Q1 		$1.67M Buy
17,364
+234
+1% +$23.4K 0.08% 277
2024
Q4 		$1.66M Buy
17,130
+2,445
+17% +$233K 0.09% 241
2024
Q3 		$1.33M Sell
14,685
-5,852
-28% -$505K 0.06% 300
2024
Q2 		$1.76M Buy
20,537
+452
+2% +$37.2K 0.08% 243
2024
Q1 		$1.64M Buy
20,085
+6,717
+50% +$523K 0.08% 266
2023
Q4 		$971K Sell
13,368
-15,243
-53% -$1.05M 0.05% 329
2023
Q3 		$1.88M Buy
28,611
+451
+2% +$30.1K 0.12% 195
2023
Q2 		$1.83M Buy
28,160
+244
+0.9% +$14.9K 0.1% 230
2023
Q1 		$1.62M Buy
27,916
+16,385
+142% +$890K 0.12% 195
2022
Q4 		$553K Buy
+11,531
New +$565K 0.04% 414
2021
Q2 		– Sell
-9,768
Closed -$759K – 2772
2021
Q1 		$759K Buy
9,768
+184
+2% +$13.1K 0.03% 495
2020
Q4 		$647K Buy
9,584
+1,352
+16% +$86K 0.03% 450
2020
Q3 		$489K Sell
8,232
-13,156
-62% -$779K 0.02% 473
2020
Q2 		$1.16M Buy
21,388
+6,079
+40% +$312K 0.06% 245
2020
Q1 		$677K Buy
15,309
+14,127
+1,195% +$731K 0.05% 320
2019
Q4 		$63K Buy
1,182
+216
+22% +$11.1K ﹤0.01% 1075
2019
Q3 		$48K Buy
+966
New +$48.4K ﹤0.01% 1011
2019
Q1 		– Sell
-7,926
Closed -$327K – 593
2018
Q4 		$327K Buy
+7,926
New +$355K 0.05% 367

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Sowell Financial Services's XLC Position: Q2 2026 in Review

Sowell Financial Services reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 12% in Q2 2026, selling an estimated $246K and leaving 16,599 shares worth $1.78M. The position accounts for 0.06% of the portfolio, ranked #338.

Sowell Financial Services first reported a position in XLC in Q4 2018 and has held it in 23 quarters since. The position peaked at $2.13M in Q3 2025. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Sowell Financial Services held 16,599 shares of State Street Communication Services Select Sector SPDR ETF worth $1.78M as of Q2 2026.
  • Sowell Financial Services sold 2,160 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $246K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #338 holding.
  • Sowell Financial Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 23 quarters since.
  • Sowell Financial Services's State Street Communication Services Select Sector SPDR ETF position peaked at $2.13M in Q3 2025.
  • 1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.