Sunbelt Securities’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Sunbelt Securities’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	$559K	Sell	5,044 -418	-8%	-$48.4K	0.04%	373
2025 Q4	$643K	Buy	5,462 +1	+0%	+$115	0.04%	340
2025 Q3	$646K	Buy	5,461 +4,103	+302%	+$456K	0.04%	326
2025 Q2	$131K	Buy	1,358 +1,159	+582%	+$114K	0.01%	694
2025 Q1	$19.2K	Sell	199 -1,159	-85%	-$116K	﹤0.01%	1131
2024 Q4	$132K	Buy	1,358 +1,169	+619%	+$111K	0.01%	693
2024 Q3	$17.1K	Buy	189 +20	+12%	+$1.72K	﹤0.01%	1200
2024 Q2	$14.5K	Buy	+169	New	+$13.9K	﹤0.01%	1190

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sunbelt Securities's XLC Position: Q1 2026 in Review

Sunbelt Securities reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 7.7% in Q1 2026, selling an estimated $48.4K and leaving 5,044 shares worth $559K. The position accounts for 0.04% of the portfolio, ranked #373.

Sunbelt Securities first reported a position in XLC in Q2 2024 and has held it in 8 quarters since. The position peaked at $646K in Q3 2025. 1,184 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Sunbelt Securities held 5,044 shares of State Street Communication Services Select Sector SPDR ETF worth $559K as of Q1 2026.
Sunbelt Securities sold 418 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $48.4K.
State Street Communication Services Select Sector SPDR ETF made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #373 holding.
Sunbelt Securities first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
Sunbelt Securities's State Street Communication Services Select Sector SPDR ETF position peaked at $646K in Q3 2025.
1,184 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.