True Link Financial Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

True Link Financial Advisors’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	$324K	Sell	2,924 -54	-2%	-$6.25K	0.02%	64
2025 Q4	$351K	Buy	+2,978	New	+$343K	0.02%	73
2021 Q2	–	Sell	-2,046	Closed	-$150K	–	751
2021 Q1	$150K	Buy	+2,046	New	+$146K	0.02%	308

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

True Link Financial Advisors's XLC Position: Q1 2026 in Review

True Link Financial Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.8% in Q1 2026, selling an estimated $6.25K and leaving 2,924 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #64.

True Link Financial Advisors first reported a position in XLC in Q1 2021 and has held it in 3 quarters since. The position peaked at $351K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

True Link Financial Advisors held 2,924 shares of State Street Communication Services Select Sector SPDR ETF worth $324K as of Q1 2026.
True Link Financial Advisors sold 54 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $6.25K.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of True Link Financial Advisors's portfolio in Q1 2026, its #64 holding.
True Link Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 3 quarters since.
True Link Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $351K 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 True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.