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

SteelPeak Wealth’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	–	Sell	-99,347	Closed	-$11M	–	707
2026 Q1	$11M	Buy	99,347 +81,104	+445%	+$9.39M	0.34%	75
2025 Q4	$2.15M	Sell	18,243 -16,202	-47%	-$1.86M	0.07%	192
2025 Q3	$4.08M	Buy	34,445 +16,769	+95%	+$1.86M	0.14%	120
2025 Q2	$1.92M	Sell	17,676 -55,725	-76%	-$5.49M	0.07%	194
2025 Q1	$7.08M	Sell	73,401 -2,470	-3%	-$247K	0.29%	79
2024 Q4	$7.35M	Buy	+75,871	New	+$7.23M	0.3%	74
2024 Q3	–	Sell	-36,580	Closed	-$3.13M	–	615
2024 Q2	$3.13M	Buy	36,580 +6,380	+21%	+$526K	0.15%	113
2024 Q1	$2.47M	Buy	30,200 +18,617	+161%	+$1.45M	0.12%	132
2023 Q4	$842K	Sell	11,583 -46,548	-80%	-$3.2M	0.05%	223
2023 Q3	$3.81M	Buy	58,131 +46,727	+410%	+$3.12M	0.24%	84
2023 Q2	$742K	Buy	+11,404	New	+$695K	0.04%	204
2022 Q4	–	Sell	-58,206	Closed	-$2.79M	–	479
2022 Q3	$2.79M	Buy	+58,206	New	+$3.2M	0.21%	88
2022 Q1	–	Sell	-7,929	Closed	-$616K	–	493
2021 Q4	$616K	Buy	+7,929	New	+$627K	0.03%	228

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

SteelPeak Wealth's XLC Position: Q2 2026 in Review

SteelPeak Wealth sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 99,347 shares — an estimated $11M sold.

SteelPeak Wealth first reported a position in XLC in Q4 2021 and held it in 13 quarters. The position peaked at $11M in Q1 2026. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

SteelPeak Wealth reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
SteelPeak Wealth sold 99,347 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $11M.
SteelPeak Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and held it in 13 quarters.
SteelPeak Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $11M in Q1 2026.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.