Vickerman Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Vickerman Investment 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	$12.4M	Buy	112,187 +6,332	+6%	+$733K	2.61%	9
2025 Q4	$12.5M	Buy	105,855 +351	+0.3%	+$40.4K	2.49%	10
2025 Q3	$12.5M	Sell	105,504 -166	-0.2%	-$18.5K	2.53%	10
2025 Q2	$11.5M	Buy	105,670 +1,801	+2%	+$177K	2.46%	10
2025 Q1	$10M	Sell	103,869 -5,128	-5%	-$512K	2.27%	11
2024 Q4	$10.6M	Sell	108,997 -2,838	-3%	-$271K	2.87%	6
2024 Q3	$10.1M	Buy	111,835 +867	+0.8%	+$74.8K	2.97%	7
2024 Q2	$9.51M	Sell	110,968 -15,834	-12%	-$1.3M	3.05%	8
2024 Q1	$10.4M	Buy	126,802 +313	+0.2%	+$24.4K	3.34%	6
2023 Q4	$9.19M	Buy	126,489 +15,393	+14%	+$1.06M	3.13%	7
2023 Q3	$7.28M	Sell	111,096 -2,925	-3%	-$195K	2.97%	7
2023 Q2	$7.42M	Sell	114,021 -3,447	-3%	-$210K	2.9%	6
2023 Q1	$6.81M	Buy	117,468 +5,482	+5%	+$298K	2.69%	8
2022 Q4	$5.37M	Buy	111,986 +8,230	+8%	+$403K	2.44%	11
2022 Q3	$4.97M	Buy	103,756 +5,637	+6%	+$310K	2.4%	9
2022 Q2	$5.33M	Buy	98,119 +4,315	+5%	+$260K	2.52%	6
2022 Q1	$5.57M	Buy	93,804 +7,683	+9%	+$541K	2.47%	10
2021 Q4	$6.69M	Buy	86,121 +4,802	+6%	+$380K	2.7%	11
2021 Q3	$6.51M	Buy	+81,319	New	+$6.73M	2.6%	11

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

Vickerman Investment Advisors's XLC Position: Q1 2026 in Review

Vickerman Investment Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6% in Q1 2026, buying an estimated $733K and bringing the position to 112,187 shares worth $12.4M. The position accounts for 2.61% of the portfolio, ranked #9.

Vickerman Investment Advisors first reported a position in XLC in Q3 2021 and has held it in 19 quarters since. The position peaked at $12.5M in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Vickerman Investment Advisors held 112,187 shares of State Street Communication Services Select Sector SPDR ETF worth $12.4M as of Q1 2026.
Vickerman Investment Advisors bought 6,332 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $733K.
State Street Communication Services Select Sector SPDR ETF made up 2.61% of Vickerman Investment Advisors's portfolio in Q1 2026, its #9 holding.
Vickerman Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Vickerman Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $12.5M 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 Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.