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

Strategic Wealth 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 Q2	$46K	Sell	429 -1	-0.2%	-$114	﹤0.01%	542
2026 Q1	$47.7K	Sell	430 -5,604	-93%	-$649K	﹤0.01%	525
2025 Q4	$710K	Buy	6,034 +5,596	+1,278%	+$644K	0.05%	176
2025 Q3	$51.8K	Sell	438 -2,562	-85%	-$285K	﹤0.01%	544
2025 Q2	$326K	Buy	+3,000	New	+$296K	0.03%	263
2024 Q4	$248K	Buy	+2,366	New	+$226K	0.02%	284

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

Strategic Wealth Partners's XLC Position: Q2 2026 in Review

Strategic Wealth Partners reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.23% in Q2 2026, selling an estimated $114 and leaving 429 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Strategic Wealth Partners first reported a position in XLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $710K in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Strategic Wealth Partners held 429 shares of State Street Communication Services Select Sector SPDR ETF worth $46K as of Q2 2026.
Strategic Wealth Partners sold 1 State Street Communication Services Select Sector SPDR ETF share in Q2 2026, an estimated $114.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #542 holding.
Strategic Wealth Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Strategic Wealth Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $710K in Q4 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.