Sterling Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Sterling Investment 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	$288K	Buy	2,687 +471	+21%	+$53.7K	0.16%	55
2026 Q1	$246K	Sell	2,216 -20	-0.9%	-$2.31K	0.15%	60
2025 Q4	$263K	Sell	2,236 -139	-6%	-$16K	0.15%	64
2025 Q3	$281K	Sell	2,375 -126	-5%	-$14K	0.17%	61
2025 Q2	$271K	Sell	2,501 -104	-4%	-$10.2K	0.18%	52
2025 Q1	$251K	Buy	2,605 +6	+0.2%	+$599	0.18%	51
2024 Q4	$252K	Sell	2,599 -773	-23%	-$73.7K	0.2%	55
2024 Q3	$305K	Sell	3,372 -23	-0.7%	-$1.98K	0.23%	52
2024 Q2	$291K	Sell	3,395 -401	-11%	-$33K	0.22%	53
2024 Q1	$310K	Sell	3,796 -367	-9%	-$28.6K	0.22%	54
2023 Q4	$302K	Sell	4,163 -2,271	-35%	-$156K	0.22%	53
2023 Q3	$422K	Sell	6,434 -327	-5%	-$21.8K	0.38%	45
2023 Q2	$440K	Sell	6,761 -207	-3%	-$12.6K	0.35%	52
2023 Q1	$404K	Sell	6,968 -421	-6%	-$22.9K	0.32%	52
2022 Q4	$355K	Buy	7,389 +1,526	+26%	+$74.7K	0.28%	54
2022 Q3	$281K	Sell	5,863 -25	-0.4%	-$1.38K	0.24%	54
2022 Q2	$320K	Sell	5,888 -127	-2%	-$7.65K	0.27%	64
2022 Q1	$413K	Sell	6,015 -842	-12%	-$59.3K	0.29%	63
2021 Q4	$533K	Sell	6,857 -35	-0.5%	-$2.77K	0.33%	60
2021 Q3	$552K	Sell	6,892 -71	-1%	-$5.88K	0.35%	59
2021 Q2	$564K	Sell	6,963 -369	-5%	-$28.7K	0.37%	53
2021 Q1	$538K	Sell	7,332 -443	-6%	-$31.5K	0.37%	47
2020 Q4	$525K	Sell	7,775 -596	-7%	-$37.9K	0.37%	48
2020 Q3	$497K	Sell	8,371 -73	-0.9%	-$4.32K	0.37%	53
2020 Q2	$456K	Buy	8,444 +397	+5%	+$20.4K	0.35%	49
2020 Q1	$356K	Sell	8,047 -1,152	-13%	-$59.6K	0.31%	53
2019 Q4	$493K	Buy	9,199 +1,072	+13%	+$55.2K	0.33%	51
2019 Q3	$402K	Sell	8,127 -166	-2%	-$8.31K	0.29%	48
2019 Q2	$408K	Buy	8,293 +1,095	+15%	+$53.2K	0.32%	50
2019 Q1	$337K	Sell	7,198 -969	-12%	-$44.2K	0.26%	52
2018 Q4	$337K	Buy	8,167 +148	+2%	+$6.63K	0.28%	44
2018 Q3	$392K	Buy	+8,019	New	+$396K	0.28%	48

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

Sterling Investment Management's XLC Position: Q2 2026 in Review

Sterling Investment Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 21% in Q2 2026, buying an estimated $53.7K and bringing the position to 2,687 shares worth $288K. The position accounts for 0.16% of the portfolio, ranked #55.

Sterling Investment Management first reported a position in XLC in Q3 2018 and has held it in 32 quarters since. The position peaked at $564K in Q2 2021. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Sterling Investment Management held 2,687 shares of State Street Communication Services Select Sector SPDR ETF worth $288K as of Q2 2026.
Sterling Investment Management bought 471 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $53.7K.
State Street Communication Services Select Sector SPDR ETF made up 0.16% of Sterling Investment Management's portfolio in Q2 2026, its #55 holding.
Sterling Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 32 quarters since.
Sterling Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $564K in Q2 2021.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.