Vertrix Wealth Management’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
$249K Buy
2,326
+411
+21% +$46.8K 0.08% 96
2026
Q1
$212K Buy
+1,915
New +$222K 0.08% 94

Other funds holding XLC

Vertrix Wealth Management's XLC Position: Q2 2026 in Review

Vertrix Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 21% in Q2 2026, buying an estimated $46.8K and bringing the position to 2,326 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #96.

Vertrix Wealth Management first reported a position in XLC in Q1 2026 and has held it in 2 quarters since. 1,150 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Vertrix Wealth Management held 2,326 shares of State Street Communication Services Select Sector SPDR ETF worth $249K as of Q2 2026.
  • Vertrix Wealth Management bought 411 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $46.8K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.08% of Vertrix Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Vertrix Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,150 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.