SWMG LLC’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

SWMG LLC’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	$458K	Buy	4,105 +182	+5%	+$20.7K	0.11%	67
2026 Q1	$435K	Sell	3,923 -276	-7%	-$32K	0.12%	72
2025 Q4	$486K	Sell	4,199 -376	-8%	-$43.3K	0.13%	70
2025 Q3	$527K	Buy	4,575 +2	+0%	+$222	0.16%	67
2025 Q2	$489K	Buy	4,573 +317	+7%	+$31.2K	0.16%	75
2025 Q1	$402K	Sell	4,256 -573	-12%	-$57.2K	0.16%	88
2024 Q4	$479K	Buy	4,829 +145	+3%	+$13.8K	0.19%	75
2024 Q3	$455K	Sell	4,684 -169	-3%	-$14.6K	0.19%	80
2024 Q2	$416K	Buy	4,853 +701	+17%	+$57.8K	0.19%	65
2024 Q1	$339K	Sell	4,152 -69	-2%	-$5.37K	0.15%	74
2023 Q4	$307K	Sell	4,221 -4,624	-52%	-$318K	0.15%	78
2023 Q3	$580K	Buy	8,845 +2,436	+38%	+$162K	0.3%	51
2023 Q2	$417K	Buy	6,409 +1,836	+40%	+$112K	0.22%	52
2023 Q1	$265K	Buy	+4,573	New	+$248K	0.15%	79

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

SWMG LLC's XLC Position: Q2 2026 in Review

SWMG LLC increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4.6% in Q2 2026, buying an estimated $20.7K and bringing the position to 4,105 shares worth $458K. The position accounts for 0.11% of the portfolio, ranked #67.

SWMG LLC first reported a position in XLC in Q1 2023 and has held it in 14 quarters since. The position peaked at $580K in Q3 2023. 1,161 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

SWMG LLC held 4,105 shares of State Street Communication Services Select Sector SPDR ETF worth $458K as of Q2 2026.
SWMG LLC bought 182 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $20.7K.
State Street Communication Services Select Sector SPDR ETF made up 0.11% of SWMG LLC's portfolio in Q2 2026, its #67 holding.
SWMG LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
SWMG LLC's State Street Communication Services Select Sector SPDR ETF position peaked at $580K in Q3 2023.
1,161 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.