TCFG Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

TCFG Wealth Management’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	$335K	Sell	3,022 -6	-0.2%	-$695	0.13%	174
2025 Q4	$356K	Buy	3,028 +43	+1%	+$4.95K	0.14%	175
2025 Q3	$353K	Buy	+2,985	New	+$332K	0.14%	182

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TCFG Wealth Management's XLC Position: Q1 2026 in Review

TCFG Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.2% in Q1 2026, selling an estimated $695 and leaving 3,022 shares worth $335K. The position accounts for 0.13% of the portfolio, ranked #174.

TCFG Wealth Management first reported a position in XLC in Q3 2025 and has held it in 3 quarters since. The position peaked at $356K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

TCFG Wealth Management held 3,022 shares of State Street Communication Services Select Sector SPDR ETF worth $335K as of Q1 2026.
TCFG Wealth Management sold 6 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $695.
State Street Communication Services Select Sector SPDR ETF made up 0.13% of TCFG Wealth Management's portfolio in Q1 2026, its #174 holding.
TCFG Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
TCFG Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $356K in Q4 2025.
1,184 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.