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Vertex Investment Solutions’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Vertex Investment Solutions’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
Q2 		– Sell
-46,100
Closed -$5.01M – 29
2026
Q1 		$5.01M Buy
46,100
+30,700
+199% +$3.55M 5.79% 5
2025
Q4 		$1.82M Buy
+15,400
New +$1.77M 1.8% 11

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Vertex Investment Solutions's XLC Position: Q2 2026 in Review

Vertex Investment Solutions sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 46,100 shares — an estimated $5.01M sold.

Vertex Investment Solutions first reported a position in XLC in Q4 2025 and held it in 2 quarters. The position peaked at $5.01M in Q1 2026. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Vertex Investment Solutions reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Vertex Investment Solutions sold 46,100 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $5.01M.
  • Vertex Investment Solutions first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • Vertex Investment Solutions's State Street Communication Services Select Sector SPDR ETF position peaked at $5.01M in Q1 2026.
  • 1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Vertex Investment Solutions's 13F filing for Q2 2026, filed 15 Jul 2026.