Waldron Private Wealth’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Waldron Private Wealth’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 Q2	$533K	Hold	4,977	–	–	0.02%	216
2026 Q1	$552K	Hold	4,977	–	–	0.02%	207
2025 Q4	$586K	Hold	4,977	–	–	0.02%	193
2025 Q3	$589K	Hold	4,977	–	–	0.02%	186
2025 Q2	$540K	Buy	4,977 +22	+0.4%	+$2.17K	0.02%	186
2025 Q1	$478K	Buy	4,955 +2,260	+84%	+$226K	0.02%	186
2024 Q4	$261K	Buy	2,695 +144	+6%	+$13.7K	0.01%	364
2024 Q3	$231K	Buy	2,551 +1	+0%	+$86	0.01%	373
2024 Q2	$218K	Hold	2,550	–	–	0.01%	379
2024 Q1	$208K	Buy	+2,550	New	+$199K	0.01%	392
2023 Q3	–	Sell	-3,920	Closed	-$255K	–	399
2023 Q2	$255K	Hold	3,920	–	–	0.01%	318
2023 Q1	$227K	Buy	+3,920	New	+$213K	0.01%	369
2022 Q3	–	Sell	-4,873	Closed	-$264K	–	395
2022 Q2	$264K	Hold	4,873	–	–	0.01%	318
2022 Q1	$335K	Buy	+4,873	New	+$343K	0.02%	292
2021 Q4	–	Sell	-2,550	Closed	-$204K	–	382
2021 Q3	$204K	Hold	2,550	–	–	0.01%	342
2021 Q2	$206K	Buy	+2,550	New	+$199K	0.01%	319

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Waldron Private Wealth's XLC Position: Q2 2026 in Review

Waldron Private Wealth held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 4,977 shares worth $533K. The position accounts for 0.02% of the portfolio, ranked #216.

Waldron Private Wealth first reported a position in XLC in Q2 2021 and has held it in 16 quarters since. The position peaked at $589K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Waldron Private Wealth held 4,977 shares of State Street Communication Services Select Sector SPDR ETF worth $533K as of Q2 2026.
Waldron Private Wealth left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #216 holding.
Waldron Private Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and has held it in 16 quarters since.
Waldron Private Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $589K in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.