Trask Adam Roland’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Trask Adam Roland’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 Q1	$92.7K	Buy	+836	New	+$96.8K	0.09%	76

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

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

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Trask Adam Roland's XLC Position: Q1 2026 in Review

Trask Adam Roland opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026: 836 shares worth $92.7K. The stake represents 0.09% of the portfolio and ranks #76 among its holdings.

1,184 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Trask Adam Roland held 836 shares of State Street Communication Services Select Sector SPDR ETF worth $92.7K as of Q1 2026.
State Street Communication Services Select Sector SPDR ETF was a new Trask Adam Roland position in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.09% of Trask Adam Roland's portfolio in Q1 2026, its #76 holding.
1,184 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.