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

SVB Wealth’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	$1.03M	Sell	9,653 -1,808	-16%	-$206K	0.07%	192
2026 Q1	$1.27M	Sell	11,461 -595	-5%	-$68.9K	0.08%	171
2025 Q4	$1.42M	Buy	12,056 +1,171	+11%	+$135K	0.08%	175
2025 Q3	$1.29M	Sell	10,885 -286	-3%	-$31.8K	0.07%	198
2025 Q2	$1.21M	Sell	11,171 -198	-2%	-$19.5K	0.07%	216
2025 Q1	$1.1M	Buy	11,369 +757	+7%	+$75.6K	0.05%	150
2024 Q4	$1.03M	Buy	+10,612	New	+$1.01M	0.02%	309
2024 Q3	–	Sell	-11,287	Closed	-$967K	–	635
2024 Q2	$967K	Buy	11,287 +630	+6%	+$51.9K	0.02%	329
2024 Q1	$870K	Sell	10,657 -3,777	-26%	-$294K	0.02%	375
2023 Q4	$1.05M	Buy	14,434 +182	+1%	+$12.5K	0.03%	325
2023 Q3	$935K	Sell	14,252 -194	-1%	-$12.9K	0.02%	330
2023 Q2	$940K	Sell	14,446 -2,583	-15%	-$157K	0.02%	354
2023 Q1	$987K	Sell	17,029 -6,484	-28%	-$352K	0.01%	381
2022 Q4	$1.13M	Buy	23,513 +7,431	+46%	+$364K	0.02%	377
2022 Q3	$770K	Buy	+16,082	New	+$885K	0.01%	424
2022 Q2	–	Sell	-419	Closed	-$28K	–	863
2022 Q1	$28K	Hold	419	–	–	﹤0.01%	756
2021 Q4	$32K	Sell	419 -4,033	-91%	-$319K	﹤0.01%	772
2021 Q3	$356K	Hold	4,452	–	–	﹤0.01%	714
2021 Q2	$360K	Sell	4,452 -2,581	-37%	-$201K	﹤0.01%	679
2021 Q1	$516K	Sell	7,033 -1,670	-19%	-$119K	0.01%	509
2020 Q4	$587K	Hold	8,703	–	–	0.01%	430
2020 Q3	$517K	Buy	8,703 +1,244	+17%	+$73.7K	0.01%	392
2020 Q2	$403K	Buy	+7,459	New	+$383K	0.01%	400
2020 Q1	–	Sell	-13,014	Closed	-$698K	–	692
2019 Q4	$698K	Buy	+13,014	New	+$670K	0.01%	361

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

SVB Wealth's XLC Position: Q2 2026 in Review

SVB Wealth reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 16% in Q2 2026, selling an estimated $206K and leaving 9,653 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #192.

SVB Wealth first reported a position in XLC in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.42M in Q4 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

SVB Wealth held 9,653 shares of State Street Communication Services Select Sector SPDR ETF worth $1.03M as of Q2 2026.
SVB Wealth sold 1,808 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $206K.
State Street Communication Services Select Sector SPDR ETF made up 0.07% of SVB Wealth's portfolio in Q2 2026, its #192 holding.
SVB Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 24 quarters since.
SVB Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $1.42M in Q4 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.