SYM Financial Corp’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

SYM Financial Corp’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	–	Sell	-175	Closed	-$20.6K	–	467
2025 Q4	$20.6K	Sell	175 -907	-84%	-$104K	﹤0.01%	390
2025 Q3	$128K	Hold	1,082	–	–	0.01%	331
2025 Q2	$117K	Hold	1,082	–	–	0.01%	331
2025 Q1	$104K	Sell	1,082 -51	-5%	-$5.09K	0.01%	285
2024 Q4	$110K	Buy	1,133 +225	+25%	+$21.5K	0.01%	254
2024 Q3	$82.1K	Hold	908	–	–	0.01%	208
2024 Q2	$77.8K	Hold	908	–	–	0.01%	187
2024 Q1	$74.1K	Hold	908	–	–	0.01%	116
2023 Q4	$66K	Hold	908	–	–	0.01%	124
2023 Q3	$59.5K	Hold	908	–	–	0.01%	123
2023 Q2	$59.1K	Hold	908	–	–	0.01%	79
2023 Q1	$52.6K	Hold	908	–	–	0.01%	77
2022 Q4	$43.6K	Hold	908	–	–	0.01%	83
2022 Q3	$43K	Hold	908	–	–	0.02%	76
2022 Q2	$49K	Hold	908	–	–	0.02%	78
2022 Q1	$62K	Hold	908	–	–	0.03%	73
2021 Q4	$71K	Hold	908	–	–	0.03%	71
2021 Q3	$73K	Hold	908	–	–	0.04%	72
2021 Q2	$74K	Hold	908	–	–	0.04%	58
2021 Q1	$67K	Buy	+908	New	+$64.6K	0.04%	58
2020 Q4	–	Sell	-252	Closed	-$15K	–	94
2020 Q3	$15K	Buy	+252	New	+$14.9K	0.01%	62
2020 Q1	–	Sell	-149	Closed	-$8K	–	99
2019 Q4	$8K	Buy	+149	New	+$7.67K	0.01%	87

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SYM Financial Corp's XLC Position: Q1 2026 in Review

SYM Financial Corp sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 175 shares — an estimated $20.6K sold.

SYM Financial Corp first reported a position in XLC in Q4 2019 and held it in 22 quarters. The position peaked at $128K in Q3 2025. 1,181 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

SYM Financial Corp reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
SYM Financial Corp sold 175 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $20.6K.
SYM Financial Corp first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and held it in 22 quarters.
SYM Financial Corp's State Street Communication Services Select Sector SPDR ETF position peaked at $128K in Q3 2025.
1,181 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.