Verus Capital Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Verus Capital Partners’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	$555K	Buy	5,005 +306	+7%	+$35.4K	0.04%	246
2025 Q4	$553K	Sell	4,699 -114	-2%	-$13.1K	0.04%	249
2025 Q3	$570K	Buy	4,813 +728	+18%	+$80.9K	0.04%	218
2025 Q2	$443K	Buy	4,085 +10	+0.2%	+$985	0.04%	232
2025 Q1	$393K	Sell	4,075 -290	-7%	-$29K	0.04%	238
2024 Q4	$417K	Sell	4,365 -265	-6%	-$25.3K	0.04%	225
2024 Q3	$419K	Buy	4,630 +25	+0.5%	+$2.15K	0.04%	221
2024 Q2	$394K	Sell	4,605 -118	-2%	-$9.72K	0.04%	222
2024 Q1	$386K	Buy	4,723 +1,836	+64%	+$143K	0.04%	231
2023 Q4	$210K	Buy	+2,887	New	+$199K	0.03%	300
2023 Q3	–	Sell	-3,367	Closed	-$219K	–	326
2023 Q2	$219K	Buy	+3,367	New	+$205K	0.03%	261
2022 Q3	–	Sell	-3,804	Closed	-$206K	–	310
2022 Q2	$206K	Sell	3,804 -2,179	-36%	-$131K	0.04%	269
2022 Q1	$365K	Buy	+5,983	New	+$422K	0.06%	224
2020 Q1	$199K	Sell	4,493 -721	-14%	-$37.3K	0.06%	195
2019 Q4	$280K	Buy	+5,214	New	+$269K	0.09%	177

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

Verus Capital Partners's XLC Position: Q1 2026 in Review

Verus Capital Partners increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.5% in Q1 2026, buying an estimated $35.4K and bringing the position to 5,005 shares worth $555K. The position accounts for 0.04% of the portfolio, ranked #246.

Verus Capital Partners first reported a position in XLC in Q4 2019 and has held it in 15 quarters since. The position peaked at $570K in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Verus Capital Partners held 5,005 shares of State Street Communication Services Select Sector SPDR ETF worth $555K as of Q1 2026.
Verus Capital Partners bought 306 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $35.4K.
State Street Communication Services Select Sector SPDR ETF made up 0.04% of Verus Capital Partners's portfolio in Q1 2026, its #246 holding.
Verus Capital Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 15 quarters since.
Verus Capital Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $570K in Q3 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.