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

Vise Technologies’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	$1.76M	Hold	14,915	–	–	0.03%	409
2025 Q4	$1.76M	Buy	14,915 +10,421	+232%	+$1.2M	0.03%	410
2025 Q3	$532K	Sell	4,494 -13,940	-76%	-$1.55M	0.02%	645
2025 Q2	$2M	Buy	+18,434	New	+$1.82M	0.08%	257
2024 Q4	$411K	Buy	+4,249	New	+$405K	0.03%	494

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

Vise Technologies's XLC Position: Q1 2026 in Review

Vise Technologies held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 14,915 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #409.

Vise Technologies first reported a position in XLC in Q4 2024 and has held it in 5 quarters since. The position peaked at $2M in Q2 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Vise Technologies held 14,915 shares of State Street Communication Services Select Sector SPDR ETF worth $1.76M as of Q1 2026.
Vise Technologies 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 0.03% of Vise Technologies's portfolio in Q1 2026, its #409 holding.
Vise Technologies first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
Vise Technologies's State Street Communication Services Select Sector SPDR ETF position peaked at $2M in Q2 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.