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

Stockman 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	$2.54M	Buy	23,697 +876	+4%	+$99.8K	0.26%	57
2026 Q1	$2.53M	Buy	22,821 +21	+0.1%	+$2.43K	0.28%	56
2025 Q4	$2.68M	Buy	22,800 +1,193	+6%	+$137K	0.31%	56
2025 Q3	$2.56M	Buy	21,607 +95	+0.4%	+$10.6K	0.32%	57
2025 Q2	$2.33M	Buy	21,512 +317	+1%	+$31.2K	0.32%	57
2025 Q1	$2.04M	Sell	21,195 -433	-2%	-$43.2K	0.3%	58
2024 Q4	$2.09M	Sell	21,628 -71	-0.3%	-$6.77K	0.33%	55
2024 Q3	$1.96M	Buy	21,699 +377	+2%	+$32.5K	0.3%	55
2024 Q2	$1.83M	Sell	21,322 -617	-3%	-$50.8K	0.32%	57
2024 Q1	$1.79M	Buy	21,939 +930	+4%	+$72.4K	0.32%	58
2023 Q4	$1.53M	Sell	21,009 -133	-0.6%	-$9.15K	0.3%	58
2023 Q3	$1.39M	Sell	21,142 -452	-2%	-$30.1K	0.31%	57
2023 Q2	$1.41M	Buy	21,594 +301	+1%	+$18.3K	0.3%	58
2023 Q1	$1.23M	Buy	21,293 +2,910	+16%	+$158K	0.28%	61
2022 Q4	$882K	Buy	+18,383	New	+$900K	0.2%	73

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

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

Stockman Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.8% in Q2 2026, buying an estimated $99.8K and bringing the position to 23,697 shares worth $2.54M. The position accounts for 0.26% of the portfolio, ranked #57.

Stockman Wealth Management first reported a position in XLC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.68M in Q4 2025. 1,153 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Stockman Wealth Management held 23,697 shares of State Street Communication Services Select Sector SPDR ETF worth $2.54M as of Q2 2026.
Stockman Wealth Management bought 876 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $99.8K.
State Street Communication Services Select Sector SPDR ETF made up 0.26% of Stockman Wealth Management's portfolio in Q2 2026, its #57 holding.
Stockman Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Stockman Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $2.68M in Q4 2025.
1,153 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.