Terra Nova Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Terra Nova Asset 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	$4.45M	Buy	41,526 +736	+2%	+$83.9K	2.72%	6
2026 Q1	$4.52M	Sell	40,790 -512	-1%	-$59.3K	3.35%	4
2025 Q4	$4.86M	Buy	41,302 +189	+0.5%	+$21.8K	3.2%	4
2025 Q3	$4.87M	Sell	41,113 -515	-1%	-$57.2K	3.07%	4
2025 Q2	$4.52M	Sell	41,628 -2,707	-6%	-$267K	3.16%	3
2025 Q1	$4.28M	Buy	44,335 +140	+0.3%	+$14K	3.37%	2
2024 Q4	$4.28M	Buy	44,195 +130	+0.3%	+$12.4K	3.26%	4
2024 Q3	$3.98M	Buy	44,065 +557	+1%	+$48K	2.96%	4
2024 Q2	$3.73M	Buy	43,508 +1,474	+4%	+$121K	2.94%	6
2024 Q1	$3.43M	Buy	42,034 +14,902	+55%	+$1.16M	2.73%	7
2023 Q4	$1.97M	Buy	27,132 +1,752	+7%	+$121K	1.73%	22
2023 Q3	$1.65M	Hold	25,380	–	–	1.5%	26
2023 Q2	$1.65M	Buy	25,380 +3,649	+17%	+$222K	1.5%	26
2023 Q1	$1.26M	Buy	+21,731	New	+$1.18M	1.24%	38

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

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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

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

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

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

Terra Nova Asset Management's XLC Position: Q2 2026 in Review

Terra Nova Asset Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.8% in Q2 2026, buying an estimated $83.9K and bringing the position to 41,526 shares worth $4.45M. The position accounts for 2.72% of the portfolio, ranked #6.

Terra Nova Asset Management first reported a position in XLC in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.87M in Q3 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Terra Nova Asset Management held 41,526 shares of State Street Communication Services Select Sector SPDR ETF worth $4.45M as of Q2 2026.
Terra Nova Asset Management bought 736 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $83.9K.
State Street Communication Services Select Sector SPDR ETF made up 2.72% of Terra Nova Asset Management's portfolio in Q2 2026, its #6 holding.
Terra Nova Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Terra Nova Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $4.87M in Q3 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Terra Nova Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.