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

Stratos 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	$587K	Buy	5,475 +365	+7%	+$41.6K	0.02%	245
2026 Q1	$567K	Buy	5,110 +462	+10%	+$53.5K	0.02%	236
2025 Q4	$547K	Buy	4,648 +52	+1%	+$5.99K	0.02%	232
2025 Q3	$544K	Sell	4,596 -78	-2%	-$8.67K	0.02%	235
2025 Q2	$507K	Buy	4,674 +499	+12%	+$49.2K	0.02%	252
2025 Q1	$403K	Buy	4,175 +154	+4%	+$15.4K	0.02%	229
2024 Q4	$389K	Buy	4,021 +514	+15%	+$49K	0.02%	192
2024 Q3	$317K	Buy	+3,507	New	+$302K	0.02%	197
2022 Q4	–	Sell	-8,068	Closed	-$386K	–	166
2022 Q3	$386K	Buy	8,068 +158	+2%	+$8.69K	0.08%	116
2022 Q2	$429K	Sell	7,910 -253	-3%	-$15.2K	0.08%	113
2022 Q1	$561K	Sell	8,163 -4,223	-34%	-$298K	0.09%	114
2021 Q4	$962K	Sell	12,386 -346	-3%	-$27.4K	0.15%	99
2021 Q3	$1.02M	Buy	+12,732	New	+$1.05M	0.18%	100

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

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

Stratos Investment Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 7.1% in Q2 2026, buying an estimated $41.6K and bringing the position to 5,475 shares worth $587K. The position accounts for 0.02% of the portfolio, ranked #245.

Stratos Investment Management first reported a position in XLC in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.02M in Q3 2021. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Stratos Investment Management held 5,475 shares of State Street Communication Services Select Sector SPDR ETF worth $587K as of Q2 2026.
Stratos Investment Management bought 365 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $41.6K.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of Stratos Investment Management's portfolio in Q2 2026, its #245 holding.
Stratos Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and has held it in 13 quarters since.
Stratos Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $1.02M in Q3 2021.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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