SWM
XLC icon

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

Spire 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
Q2 		$15.4M Sell
143,550
-10,881
-7% -$1.24M 0.46% 49
2026
Q1 		$17.1M Sell
154,431
-21,119
-12% -$2.44M 0.58% 36
2025
Q4 		$20.7M Sell
175,550
-1,827
-1% -$210K 0.69% 30
2025
Q3 		$21M Sell
177,377
-27,673
-13% -$3.08M 0.71% 28
2025
Q2 		$22.2M Sell
205,050
-52,954
-21% -$5.22M 0.8% 22
2025
Q1 		$24.9M Sell
258,004
-1,614
-0.6% -$161K 0.8% 23
2024
Q4 		$25.1M Buy
259,618
+4,541
+2% +$433K 0.78% 24
2024
Q3 		$23.1M Sell
255,077
-61,172
-19% -$5.27M 0.78% 25
2024
Q2 		$27.1M Buy
316,249
+1,381
+0.4% +$114K 0.95% 19
2024
Q1 		$56.6M Buy
314,868
+528
+0.2% +$41.1K 1.03% 24
2023
Q4 		$23.5M Buy
314,340
+60,345
+24% +$4.15M 0.78% 25
2023
Q3 		$16.7M Buy
253,995
+61,462
+32% +$4.1M 0.63% 33
2023
Q2 		$12.5M Buy
192,533
+32,396
+20% +$1.97M 0.46% 43
2023
Q1 		$9.28M Buy
160,137
+18,456
+13% +$1M 0.36% 60
2022
Q4 		$6.8M Sell
141,681
-3,206
-2% -$157K 0.38% 62
2022
Q3 		$6.94M Sell
144,887
-26,880
-16% -$1.48M 0.42% 55
2022
Q2 		$9.32M Sell
171,767
-98,472
-36% -$5.93M 0.38% 64
2022
Q1 		$18.8M Sell
270,239
-88,674
-25% -$6.25M 0.5% 41
2021
Q4 		$28M Buy
358,913
+21,127
+6% +$1.67M 0.62% 30
2021
Q3 		$27.1M Sell
337,786
-8,997
-3% -$745K 0.72% 25
2021
Q2 		$28.2M Buy
346,783
+9,395
+3% +$732K 0.76% 22
2021
Q1 		$24.7M Buy
+337,388
New +$24M 0.66% 28

Other funds holding XLC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Spire Wealth Management's XLC Position: Q2 2026 in Review

Spire Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 7% in Q2 2026, selling an estimated $1.24M and leaving 143,550 shares worth $15.4M. The position accounts for 0.46% of the portfolio, ranked #49.

Spire Wealth Management first reported a position in XLC in Q1 2021 and has held it in 22 quarters since. The position peaked at $56.6M in Q1 2024. 347 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Spire Wealth Management held 143,550 shares of State Street Communication Services Select Sector SPDR ETF worth $15.4M as of Q2 2026.
  • Spire Wealth Management sold 10,881 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $1.24M.
  • State Street Communication Services Select Sector SPDR ETF made up 0.46% of Spire Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Spire Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $56.6M in Q1 2024.
  • 347 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.