Walsh & Associates’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Walsh & Associates’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	$357K	Sell	3,332 -134	-4%	-$15.3K	0.29%	39
2026 Q1	$384K	Sell	3,466 -154	-4%	-$17.8K	0.38%	39
2025 Q4	$426K	Buy	+3,620	New	+$417K	0.42%	37

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

Walsh & Associates's XLC Position: Q2 2026 in Review

Walsh & Associates reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.9% in Q2 2026, selling an estimated $15.3K and leaving 3,332 shares worth $357K. The position accounts for 0.29% of the portfolio, ranked #39.

Walsh & Associates first reported a position in XLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $426K in Q4 2025. 1,150 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Walsh & Associates held 3,332 shares of State Street Communication Services Select Sector SPDR ETF worth $357K as of Q2 2026.
Walsh & Associates sold 134 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $15.3K.
State Street Communication Services Select Sector SPDR ETF made up 0.29% of Walsh & Associates's portfolio in Q2 2026, its #39 holding.
Walsh & Associates first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Walsh & Associates's State Street Communication Services Select Sector SPDR ETF position peaked at $426K in Q4 2025.
1,150 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.