tru Independence’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

tru Independence’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	–	Sell	-1,846	Closed	-$217K	–	136
2025 Q4	$217K	Sell	1,846 -141	-7%	-$16.2K	0.05%	126
2025 Q3	$235K	Buy	1,987 +7	+0.4%	+$778	0.06%	118
2025 Q2	$215K	Buy	+1,980	New	+$195K	0.06%	117
2023 Q4	–	Sell	-4,775	Closed	-$313K	–	121
2023 Q3	$313K	Sell	4,775 -71	-1%	-$4.74K	0.11%	98
2023 Q2	$315K	Sell	4,846 -110	-2%	-$6.7K	0.1%	100
2023 Q1	$287K	Sell	4,956 -922	-16%	-$50.1K	0.09%	102
2022 Q4	$282K	Buy	5,878 +14	+0.2%	+$686	0.09%	97
2022 Q3	$281K	Sell	5,864 -832	-12%	-$45.8K	0.1%	99
2022 Q2	$363K	Sell	6,696 -443	-6%	-$26.7K	0.12%	99
2022 Q1	$491K	Sell	7,139 -129	-2%	-$9.09K	0.13%	104
2021 Q4	$565K	Buy	7,268 +119	+2%	+$9.41K	0.15%	96
2021 Q3	$573K	Buy	+7,149	New	+$592K	0.16%	93
2021 Q2	–	Sell	-7,607	Closed	-$558K	–	406
2021 Q1	$558K	Buy	+7,607	New	+$541K	0.11%	166
2020 Q1	–	Sell	-10,320	Closed	-$457K	–	938
2019 Q4	$457K	Buy	+10,320	New	+$532K	0.07%	174

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

tru Independence's XLC Position: Q1 2026 in Review

tru Independence sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 1,846 shares — an estimated $217K sold.

tru Independence first reported a position in XLC in Q4 2019 and held it in 14 quarters. The position peaked at $573K in Q3 2021. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

tru Independence reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
tru Independence sold 1,846 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $217K.
tru Independence first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and held it in 14 quarters.
tru Independence's State Street Communication Services Select Sector SPDR ETF position peaked at $573K in Q3 2021.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.