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

TCV Trust & 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
Q2 		$21.1M Sell
197,405
-514
-0.3% -$58.6K 1.6% 16
2026
Q1 		$21.9M Sell
197,919
-2,452
-1% -$284K 1.84% 12
2025
Q4 		$23.6M Buy
200,371
+3,608
+2% +$415K 1.9% 12
2025
Q3 		$23.3M Sell
196,763
-555
-0.3% -$61.7K 1.95% 10
2025
Q2 		$21.4M Sell
197,318
-592
-0.3% -$58.3K 1.87% 11
2025
Q1 		$19.1M Sell
197,910
-1,070
-0.5% -$107K 1.77% 13
2024
Q4 		$19.3M Sell
198,980
-142
-0.1% -$13.5K 1.78% 13
2024
Q3 		$18M Buy
199,122
+1,542
+0.8% +$133K 1.61% 17
2024
Q2 		$16.9M Buy
197,580
+1,896
+1% +$156K 1.61% 16
2024
Q1 		$16M Sell
195,684
-1,452
-0.7% -$113K 1.53% 18
2023
Q4 		$14.3M Buy
197,136
+172,138
+689% +$11.8M 1.44% 24
2023
Q3 		$1.64M Buy
24,998
+688
+3% +$45.9K 0.18% 80
2023
Q2 		$1.58M Sell
24,310
-189
-0.8% -$11.5K 0.17% 81
2023
Q1 		$1.42M Buy
24,499
+474
+2% +$25.7K 0.16% 85
2022
Q4 		$1.15M Buy
24,025
+1,582
+7% +$77.5K 0.13% 94
2022
Q3 		$1.07M Sell
22,443
-188
-0.8% -$10.3K 0.14% 91
2022
Q2 		$1.23M Buy
22,631
+336
+2% +$20.2K 0.15% 92
2022
Q1 		$1.53M Sell
22,295
-779
-3% -$54.9K 0.16% 91
2021
Q4 		$1.79M Sell
23,074
-2,566
-10% -$203K 0.18% 86
2021
Q3 		$2.05M Sell
25,640
-775
-3% -$64.2K 0.23% 78
2021
Q2 		$2.14M Buy
26,415
+440
+2% +$34.3K 0.23% 80
2021
Q1 		$1.9M Sell
25,975
-755
-3% -$53.7K 0.22% 82
2020
Q4 		$1.8M Buy
26,730
+950
+4% +$60.5K 0.22% 82
2020
Q3 		$1.53M Buy
25,780
+1,058
+4% +$62.7K 0.21% 84
2020
Q2 		$1.34M Buy
24,722
+1,697
+7% +$87.1K 0.19% 86
2020
Q1 		$1.02M Buy
23,025
+965
+4% +$49.9K 0.17% 89
2019
Q4 		$1.18M Sell
22,060
-280
-1% -$14.4K 0.14% 93
2019
Q3 		$1.11M Buy
22,340
+1,665
+8% +$83.4K 0.14% 91
2019
Q2 		$1.02M Sell
20,675
-1,830
-8% -$89K 0.13% 96
2019
Q1 		$1.05M Sell
22,505
-9,455
-30% -$431K 0.14% 92
2018
Q4 		$1.32M Buy
31,960
+3,285
+11% +$147K 0.19% 89
2018
Q3 		$1.41M Buy
+28,675
New +$1.42M 0.19% 94

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

TCV Trust & Wealth Management's XLC Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.26% in Q2 2026, selling an estimated $58.6K and leaving 197,405 shares worth $21.1M. The position accounts for 1.6% of the portfolio, ranked #16.

TCV Trust & Wealth Management first reported a position in XLC in Q3 2018 and has held it in 32 quarters since. The position peaked at $23.6M in Q4 2025. 1,162 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • TCV Trust & Wealth Management held 197,405 shares of State Street Communication Services Select Sector SPDR ETF worth $21.1M as of Q2 2026.
  • TCV Trust & Wealth Management sold 514 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $58.6K.
  • State Street Communication Services Select Sector SPDR ETF made up 1.6% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #16 holding.
  • TCV Trust & Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 32 quarters since.
  • TCV Trust & Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $23.6M in Q4 2025.
  • 1,162 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.