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

WealthShield 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 Q2	$2.04K	Sell	19 -8	-30%	-$912	﹤0.01%	366
2026 Q1	$2.99K	Buy	27 +12	+80%	+$1.39K	﹤0.01%	574
2025 Q4	$1.77K	Sell	15 -4	-21%	-$460	﹤0.01%	553
2025 Q3	$2.25K	Sell	19 -9	-32%	-$1K	﹤0.01%	549
2025 Q2	$3.04K	Buy	+28	New	+$2.76K	﹤0.01%	527
2024 Q2	–	Sell	-49	Closed	-$4K	–	491
2024 Q1	$4K	Buy	+49	New	+$3.82K	﹤0.01%	447
2023 Q3	–	Sell	-20	Closed	-$1.3K	–	508
2023 Q2	$1.3K	Buy	+20	New	+$1.22K	﹤0.01%	477
2020 Q4	–	Sell	-1,040	Closed	-$62K	–	426
2020 Q3	$62K	Buy	1,040 +393	+61%	+$23.3K	0.02%	293
2020 Q2	$35K	Buy	+647	New	+$33.2K	0.02%	263

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

WealthShield Partners's XLC Position: Q2 2026 in Review

WealthShield Partners reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 30% in Q2 2026, selling an estimated $912 and leaving 19 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

WealthShield Partners first reported a position in XLC in Q2 2020 and has held it in 9 quarters since. The position peaked at $62K in Q3 2020. 1,161 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

WealthShield Partners held 19 shares of State Street Communication Services Select Sector SPDR ETF worth $2.04K as of Q2 2026.
WealthShield Partners sold 8 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $912.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #366 holding.
WealthShield Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 9 quarters since.
WealthShield Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $62K in Q3 2020.
1,161 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.