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
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 +$281K 0.26% 143

Other funds holding XLC

Total Wealth Planning & Management's XLC Position: Q2 2026 in Review

Total Wealth Planning & Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 2,123 shares — an estimated $235K sold.

Total Wealth Planning & Management first reported a position in XLC in Q4 2024 and held it in 5 quarters. The position peaked at $415K in Q4 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Total Wealth Planning & Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 2,123 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $235K.
  • Total Wealth Planning & Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
  • Total Wealth Planning & Management's State Street Communication Services Select Sector SPDR ETF position peaked at $415K in Q4 2025.
  • 1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.