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 Q3	$446K	Buy	4,149 +44	+1%	+$4.9K	0.1%	73
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

SWMG LLC's XLC Position: Q3 2026 in Review

SWMG LLC increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.1% in Q3 2026, buying an estimated $4.9K and bringing the position to 4,149 shares worth $446K. The position accounts for 0.1% of the portfolio, ranked #73.

SWMG LLC first reported a position in XLC in Q1 2023 and has held it in 15 quarters since. The position peaked at $580K in Q3 2023. 483 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

SWMG LLC held 4,149 shares of State Street Communication Services Select Sector SPDR ETF worth $446K as of Q3 2026.
SWMG LLC bought 44 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $4.9K.
State Street Communication Services Select Sector SPDR ETF made up 0.1% of SWMG LLC's portfolio in Q3 2026, its #73 holding.
SWMG LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and has held it in 15 quarters since.
SWMG LLC's State Street Communication Services Select Sector SPDR ETF position peaked at $580K in Q3 2023.
483 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.