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

Straight Path 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	$228K	Buy	+2,125	New	+$242K	0.05%	127
2025 Q1	–	Sell	-2,081	Closed	-$201K	–	116
2024 Q4	$201K	Buy	+2,081	New	+$198K	0.08%	90

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 22.9% 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

Straight Path Wealth Management's XLC Position: Q2 2026 in Review

Straight Path Wealth Management opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 2,125 shares worth $228K. The stake represents 0.05% of the portfolio and ranks #127 among its holdings. This is a return to the name: Straight Path Wealth Management previously reported a position in XLC as recently as Q4 2024.

Straight Path Wealth Management first reported a position in XLC in Q4 2024 and has held it in 2 quarters since. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Straight Path Wealth Management held 2,125 shares of State Street Communication Services Select Sector SPDR ETF worth $228K as of Q2 2026.
State Street Communication Services Select Sector SPDR ETF was a new Straight Path Wealth Management position in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.05% of Straight Path Wealth Management's portfolio in Q2 2026, its #127 holding.
Straight Path Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 2 quarters since.
1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.