Strategic Financial Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Strategic Financial Partners’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 Q1	$3.08M	Sell	27,827 -7,051	-20%	-$816K	1.33%	18
2025 Q4	$4.11M	Buy	34,878 +699	+2%	+$80.5K	1.78%	13
2025 Q3	$4.05M	Buy	34,179 +210	+0.6%	+$23.3K	1.85%	12
2025 Q2	$3.69M	Buy	33,969 +7,088	+26%	+$698K	1.71%	13
2025 Q1	$2.59M	Sell	26,881 -7,187	-21%	-$718K	1.37%	15
2024 Q4	$3.3M	Sell	34,068 -1,435	-4%	-$137K	1.68%	15
2024 Q3	$3.21M	Buy	35,503 +1,324	+4%	+$114K	1.64%	14
2024 Q2	$2.93M	Buy	34,179 +3,045	+10%	+$251K	1.61%	16
2024 Q1	$2.54M	Buy	+31,134	New	+$2.42M	1.41%	16

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Strategic Financial Partners's XLC Position: Q1 2026 in Review

Strategic Financial Partners reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 20% in Q1 2026, selling an estimated $816K and leaving 27,827 shares worth $3.08M. The position accounts for 1.33% of the portfolio, ranked #18.

Strategic Financial Partners first reported a position in XLC in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.11M in Q4 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Strategic Financial Partners held 27,827 shares of State Street Communication Services Select Sector SPDR ETF worth $3.08M as of Q1 2026.
Strategic Financial Partners sold 7,051 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $816K.
State Street Communication Services Select Sector SPDR ETF made up 1.33% of Strategic Financial Partners's portfolio in Q1 2026, its #18 holding.
Strategic Financial Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Strategic Financial Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $4.11M in Q4 2025.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.