Triad Wealth Partners’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
$220K Buy
+1,978
New +$225K 0.01% 523
2025
Q4
– Sell
-3,156
Closed -$374K – 485
2025
Q3
$374K Buy
+3,156
New +$351K 0.05% 244
2024
Q3
– Sell
-236
Closed -$20.2K – 961
2024
Q2
$20.2K Buy
+236
New +$19.4K 0.01% 344

Other funds holding XLC

Triad Wealth Partners's XLC Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 1,978 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #523 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in XLC as recently as Q3 2025.

Triad Wealth Partners first reported a position in XLC in Q2 2024 and has held it in 3 quarters since. The position peaked at $374K in Q3 2025. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Triad Wealth Partners held 1,978 shares of State Street Communication Services Select Sector SPDR ETF worth $220K as of Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF was a new Triad Wealth Partners position in Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #523 holding.
  • Triad Wealth Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and has held it in 3 quarters since.
  • Triad Wealth Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $374K in Q3 2025.
  • 1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.