Spartan Planning & Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Spartan Planning & Wealth 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	-2,706	Closed	-$318K	–	95
2025 Q4	$318K	Sell	2,706 -236	-8%	-$27.2K	0.24%	60
2025 Q3	$348K	Sell	2,942 -96	-3%	-$10.7K	0.27%	57
2025 Q2	$330K	Sell	3,038 -71	-2%	-$6.99K	0.28%	60
2025 Q1	$300K	Sell	3,109 -597	-16%	-$59.6K	0.29%	53
2024 Q4	$359K	Buy	+3,706	New	+$353K	0.33%	50
2023 Q4	$73.1K	Buy	1,006 +94	+10%	+$6.47K	0.08%	114
2023 Q3	$59.8K	Buy	+912	New	+$60.8K	0.07%	85

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Spartan Planning & Wealth Management's XLC Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 2,706 shares — an estimated $318K sold.

Spartan Planning & Wealth Management first reported a position in XLC in Q3 2023 and held it in 7 quarters. The position peaked at $359K in Q4 2024. 1,183 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Spartan Planning & Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 2,706 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $318K.
Spartan Planning & Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2023 and held it in 7 quarters.
Spartan Planning & Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $359K in Q4 2024.
1,183 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.