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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$413K Buy
+3,720
New +$414K 0.31% 113
2026
Q2
– Sell
-2,123
Closed -$235K – 238
2026
Q1
$235K Sell
2,123
-1,399
-40% -$162K 0.17% 175
2025
Q4
$415K Buy
+3,522
New +$405K 0.31% 104
2025
Q2
$382K Buy
3,524
+921
+35% +$90.7K 0.31% 123
2025
Q1
$251K Sell
2,603
-339
-12% -$33.9K 0.24% 154
2024
Q4
$285K Buy
+2,942
New +$280K 0.26% 143

Other funds holding XLC

Total Wealth Planning & Management's XLC Position: Q3 2026 in Review

Total Wealth Planning & Management opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2026: 3,720 shares worth $413K. The stake represents 0.31% of the portfolio and ranks #113 among its holdings. This is a return to the name: Total Wealth Planning & Management previously reported a position in XLC as recently as Q1 2026.

Total Wealth Planning & Management first reported a position in XLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $415K in Q4 2025. 506 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

  • Total Wealth Planning & Management held 3,720 shares of State Street Communication Services Select Sector SPDR ETF worth $413K as of Q3 2026.
  • State Street Communication Services Select Sector SPDR ETF was a new Total Wealth Planning & Management position in Q3 2026.
  • State Street Communication Services Select Sector SPDR ETF made up 0.31% of Total Wealth Planning & Management's portfolio in Q3 2026, its #113 holding.
  • Total Wealth Planning & Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's State Street Communication Services Select Sector SPDR ETF position peaked at $415K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.