Tidemark’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Tidemark’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	$4.96K	Sell	46 -81	-64%	-$9.23K	﹤0.01%	601
2026 Q1	$14.1K	Buy	127 +81	+176%	+$9.38K	﹤0.01%	423
2025 Q4	$5.42K	Hold	46	–	–	﹤0.01%	491
2025 Q3	$5.43K	Hold	46	–	–	﹤0.01%	518
2025 Q2	$4.96K	Hold	46	–	–	﹤0.01%	524
2025 Q1	$4.4K	Buy	46 +1	+2%	+$100	﹤0.01%	542
2024 Q4	$4.4K	Sell	45 -200	-82%	-$19.1K	﹤0.01%	525
2024 Q3	$22.2K	Buy	245 +200	+444%	+$17.2K	0.01%	324
2024 Q2	$3.88K	Hold	45	–	–	﹤0.01%	487
2024 Q1	$3.69K	Hold	45	–	–	﹤0.01%	550
2023 Q4	$3.27K	Buy	+45	New	+$3.1K	﹤0.01%	560

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

Tidemark's XLC Position: Q2 2026 in Review

Tidemark reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 64% in Q2 2026, selling an estimated $9.23K and leaving 46 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Tidemark first reported a position in XLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.2K in Q3 2024. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Tidemark held 46 shares of State Street Communication Services Select Sector SPDR ETF worth $4.96K as of Q2 2026.
Tidemark sold 81 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $9.23K.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #601 holding.
Tidemark first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's State Street Communication Services Select Sector SPDR ETF position peaked at $22.2K in Q3 2024.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.