Total Wealth Planning & Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History
Bought
Maintained
Sold
Other funds holding XLC
Total Wealth Planning & Management's XLC Position: Q1 2026 in Review
Total Wealth Planning & Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 40% in Q1 2026, selling an estimated $162K and leaving 2,123 shares worth $235K. The position accounts for 0.17% of the portfolio, ranked #175.
Total Wealth Planning & Management first reported a position in XLC in Q4 2024 and has held it in 5 quarters since. The position peaked at $415K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.
- Total Wealth Planning & Management held 2,123 shares of State Street Communication Services Select Sector SPDR ETF worth $235K as of Q1 2026.
- Total Wealth Planning & Management sold 1,399 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $162K.
- State Street Communication Services Select Sector SPDR ETF made up 0.17% of Total Wealth Planning & Management's portfolio in Q1 2026, its #175 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 5 quarters since.
- Total Wealth Planning & Management's State Street Communication Services Select Sector SPDR ETF position peaked at $415K in Q4 2025.
- 1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.
Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.