Wellington-Altus USA’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Wellington-Altus USA’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	$1.44K	Hold	13	–	–	﹤0.01%	640
2026 Q1	$1.39K	Hold	13	–	–	﹤0.01%	672
2025 Q4	$1.53K	Buy	+13	New	+$1.5K	﹤0.01%	652

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

Wellington-Altus USA's XLC Position: Q2 2026 in Review

Wellington-Altus USA held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 13 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Wellington-Altus USA first reported a position in XLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.53K in Q4 2025. 1,162 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Wellington-Altus USA held 13 shares of State Street Communication Services Select Sector SPDR ETF worth $1.44K as of Q2 2026.
Wellington-Altus USA 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 ﹤0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #640 holding.
Wellington-Altus USA first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Wellington-Altus USA's State Street Communication Services Select Sector SPDR ETF position peaked at $1.53K in Q4 2025.
1,162 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.