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

Talon Private 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 Q1	$5.4M	Buy	+48,725	New	+$5.64M	0.72%	30
2025 Q2	$2.57M	Buy	23,648 +6,192	+35%	+$610K	0.35%	46
2025 Q1	$1.68M	Sell	17,456 -5,768	-25%	-$576K	0.23%	78
2024 Q4	$2.25M	Buy	23,224 +12,918	+125%	+$1.23M	0.47%	26
2024 Q3	$932K	Buy	+10,306	New	+$889K	0.2%	23

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

Talon Private Wealth's XLC Position: Q1 2026 in Review

Talon Private Wealth opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026: 48,725 shares worth $5.4M. The stake represents 0.72% of the portfolio and ranks #30 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in XLC as recently as Q2 2025.

Talon Private Wealth first reported a position in XLC in Q3 2024 and has held it in 5 quarters since. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Talon Private Wealth held 48,725 shares of State Street Communication Services Select Sector SPDR ETF worth $5.4M as of Q1 2026.
State Street Communication Services Select Sector SPDR ETF was a new Talon Private Wealth position in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.72% of Talon Private Wealth's portfolio in Q1 2026, its #30 holding.
Talon Private Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and has held it in 5 quarters since.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.