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

Talisman Wealth Advisors’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	$221K	Sell	1,992 -1,277	-39%	-$148K	0.18%	91
2025 Q4	$385K	Sell	3,269 -659	-17%	-$75.8K	0.3%	66
2025 Q3	$465K	Sell	3,928 -61	-2%	-$6.78K	0.39%	63
2025 Q2	$433K	Buy	3,989 +73	+2%	+$7.19K	0.4%	64
2025 Q1	$378K	Sell	3,916 -244	-6%	-$24.4K	0.39%	66
2024 Q4	$403K	Sell	4,160 -291	-7%	-$27.7K	0.43%	57
2024 Q3	$401K	Sell	4,451 -485	-10%	-$41.8K	0.42%	57
2024 Q2	$423K	Sell	4,936 -88	-2%	-$7.25K	0.49%	54
2024 Q1	$410K	Sell	5,024 -134	-3%	-$10.4K	0.52%	53
2023 Q4	$375K	Sell	5,158 -196	-4%	-$13.5K	0.56%	52
2023 Q3	$351K	Buy	5,354 +2	+0%	+$133	0.61%	51
2023 Q2	$348K	Sell	5,352 -285	-5%	-$17.4K	0.59%	57
2023 Q1	$327K	Buy	5,637 +1,109	+24%	+$60.2K	0.59%	60
2022 Q4	$217K	Buy	+4,528	New	+$222K	0.46%	67

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

Talisman Wealth Advisors's XLC Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 39% in Q1 2026, selling an estimated $148K and leaving 1,992 shares worth $221K. The position accounts for 0.18% of the portfolio, ranked #91.

Talisman Wealth Advisors first reported a position in XLC in Q4 2022 and has held it in 14 quarters since. The position peaked at $465K in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Talisman Wealth Advisors held 1,992 shares of State Street Communication Services Select Sector SPDR ETF worth $221K as of Q1 2026.
Talisman Wealth Advisors sold 1,277 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $148K.
State Street Communication Services Select Sector SPDR ETF made up 0.18% of Talisman Wealth Advisors's portfolio in Q1 2026, its #91 holding.
Talisman Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $465K in Q3 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.