Wellington Management Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Wellington Management Group’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	$412K	Buy	+3,848	New	+$439K	﹤0.01%	1848
2026 Q1	–	Sell	-5,197	Closed	-$612K	–	2022
2025 Q4	$612K	Sell	5,197 -615	-11%	-$70.8K	﹤0.01%	1795
2025 Q3	$688K	Sell	5,812 -2,003	-26%	-$223K	﹤0.01%	1842
2025 Q2	$848K	Buy	+7,815	New	+$770K	﹤0.01%	1743
2025 Q1	–	Sell	-16,071	Closed	-$1.56M	–	2062
2024 Q4	$1.56M	Buy	16,071 +9,559	+147%	+$911K	﹤0.01%	1633
2024 Q3	$589K	Buy	+6,512	New	+$561K	﹤0.01%	1797
2020 Q4	–	Sell	-5,875	Closed	-$349K	–	2027
2020 Q3	$349K	Buy	+5,875	New	+$348K	﹤0.01%	1782
2020 Q2	–	Sell	-11,255	Closed	-$498K	–	1996
2020 Q1	$498K	Buy	11,255 +2,986	+36%	+$154K	﹤0.01%	1696
2019 Q4	$443K	Sell	8,269 -28,181	-77%	-$1.45M	﹤0.01%	1875
2019 Q3	$1.8M	Buy	+36,450	New	+$1.82M	﹤0.01%	1612

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 Management Group's XLC Position: Q2 2026 in Review

Wellington Management Group opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 3,848 shares worth $412K. The stake represents ﹤0.01% of the portfolio and ranks #1848 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in XLC as recently as Q4 2025.

Wellington Management Group first reported a position in XLC in Q3 2019 and has held it in 10 quarters since. The position peaked at $1.8M in Q3 2019. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Wellington Management Group held 3,848 shares of State Street Communication Services Select Sector SPDR ETF worth $412K as of Q2 2026.
State Street Communication Services Select Sector SPDR ETF was a new Wellington Management Group position in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1848 holding.
Wellington Management Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2019 and has held it in 10 quarters since.
Wellington Management Group's State Street Communication Services Select Sector SPDR ETF position peaked at $1.8M in Q3 2019.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.