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

ViaWealth’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	$378K	Hold	3,409	–	–	0.21%	119
2025 Q4	$401K	Hold	3,409	–	–	0.23%	109
2025 Q3	$404K	Hold	3,409	–	–	0.22%	114
2025 Q2	$370K	Hold	3,409	–	–	0.22%	122
2025 Q1	$329K	Hold	3,409	–	–	0.2%	126
2024 Q4	$330K	Hold	3,409	–	–	0.2%	122
2024 Q3	$308K	Hold	3,409	–	–	0.18%	126
2024 Q2	$292K	Hold	3,409	–	–	0.18%	131
2024 Q1	$278K	Hold	3,409	–	–	0.17%	135
2023 Q4	$248K	Hold	3,409	–	–	0.17%	139
2023 Q3	$224K	Hold	3,409	–	–	0.16%	143
2023 Q2	$222K	Buy	+3,409	New	+$208K	0.17%	141

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

ViaWealth's XLC Position: Q1 2026 in Review

ViaWealth held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 3,409 shares worth $378K. The position accounts for 0.21% of the portfolio, ranked #119.

ViaWealth first reported a position in XLC in Q2 2023 and has held it in 12 quarters since. The position peaked at $404K in Q3 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

ViaWealth held 3,409 shares of State Street Communication Services Select Sector SPDR ETF worth $378K as of Q1 2026.
ViaWealth left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.21% of ViaWealth's portfolio in Q1 2026, its #119 holding.
ViaWealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
ViaWealth's State Street Communication Services Select Sector SPDR ETF position peaked at $404K in Q3 2025.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.