WealthCare Investment Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

WealthCare Investment Partners’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	$5.77M	Buy	51,770 +237	+0.5%	+$27.4K	1.6%	15
2025 Q4	$6.02M	Sell	51,533 -368	-0.7%	-$42.4K	1.76%	14
2025 Q3	$6.06M	Sell	51,901 -2,971	-5%	-$330K	1.97%	11
2025 Q2	$5.93M	Sell	54,872 -1,442	-3%	-$142K	2.13%	10
2025 Q1	$4.97M	Sell	56,314 -3,739	-6%	-$373K	2.11%	10
2024 Q4	$5.84M	Sell	60,053 -2,468	-4%	-$235K	2.55%	7
2024 Q3	$5.61M	Sell	62,521 -1,504	-2%	-$130K	2.46%	9
2024 Q2	$5.48M	Buy	64,025 +508	+0.8%	+$41.9K	2.55%	7
2024 Q1	$5.19M	Buy	63,517 +5,097	+9%	+$397K	2.51%	8
2023 Q4	$4.27M	Buy	58,420 +217	+0.4%	+$14.9K	2.33%	11
2023 Q3	$3.84M	Buy	58,203 +11,017	+23%	+$735K	2.34%	9
2023 Q2	$3.1M	Buy	47,186 +39,683	+529%	+$2.42M	1.86%	13
2023 Q1	$435K	Buy	+7,503	New	+$408K	0.26%	78

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

WealthCare Investment Partners's XLC Position: Q1 2026 in Review

WealthCare Investment Partners increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.46% in Q1 2026, buying an estimated $27.4K and bringing the position to 51,770 shares worth $5.77M. The position accounts for 1.6% of the portfolio, ranked #15.

WealthCare Investment Partners first reported a position in XLC in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.06M in Q3 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

WealthCare Investment Partners held 51,770 shares of State Street Communication Services Select Sector SPDR ETF worth $5.77M as of Q1 2026.
WealthCare Investment Partners bought 237 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $27.4K.
State Street Communication Services Select Sector SPDR ETF made up 1.6% of WealthCare Investment Partners's portfolio in Q1 2026, its #15 holding.
WealthCare Investment Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
WealthCare Investment Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $6.06M 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 WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.