WESPAC Advisors SoCal’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

WESPAC Advisors SoCal’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	$2.42M	Sell	22,567 -332	-1%	-$37.8K	0.43%	58
2026 Q1	$2.54M	Sell	22,899 -917	-4%	-$106K	0.54%	48
2025 Q4	$2.8M	Sell	23,816 -1,228	-5%	-$141K	0.57%	47
2025 Q3	$2.96M	Buy	25,044 +232	+0.9%	+$25.8K	0.6%	48
2025 Q2	$2.69M	Sell	24,812 -14,476	-37%	-$1.43M	0.6%	49
2025 Q1	$3.79M	Buy	39,288 +3,041	+8%	+$304K	0.99%	32
2024 Q4	$3.51M	Sell	36,247 -15,466	-30%	-$1.47M	0.79%	37
2024 Q3	$4.67M	Sell	51,713 -4,904	-9%	-$423K	1.08%	31
2024 Q2	$4.85M	Buy	56,617 +19,937	+54%	+$1.64M	1.22%	29
2024 Q1	$3M	Buy	36,680 +6,072	+20%	+$473K	0.78%	36
2023 Q4	$2.22M	Buy	30,608 +937	+3%	+$64.5K	0.65%	38
2023 Q3	$1.95M	Sell	29,671 -97	-0.3%	-$6.47K	0.66%	41
2023 Q2	$1.94M	Buy	29,768 +211	+0.7%	+$12.9K	0.66%	41
2023 Q1	$1.71M	Buy	29,557 +410	+1%	+$22.3K	0.59%	43
2022 Q4	$1.4M	Sell	29,147 -470	-2%	-$23K	0.52%	42
2022 Q3	$1.43M	Buy	29,617 +16,056	+118%	+$883K	0.6%	38
2022 Q2	$736K	Buy	13,561 +32	+0.2%	+$1.93K	0.28%	51
2022 Q1	$931K	Buy	13,529 +207	+2%	+$14.6K	0.29%	54
2021 Q4	$994K	Buy	+13,322	New	+$1.05M	0.3%	51

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

WESPAC Advisors SoCal's XLC Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.4% in Q2 2026, selling an estimated $37.8K and leaving 22,567 shares worth $2.42M. The position accounts for 0.43% of the portfolio, ranked #58.

WESPAC Advisors SoCal first reported a position in XLC in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.85M in Q2 2024. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

WESPAC Advisors SoCal held 22,567 shares of State Street Communication Services Select Sector SPDR ETF worth $2.42M as of Q2 2026.
WESPAC Advisors SoCal sold 332 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $37.8K.
State Street Communication Services Select Sector SPDR ETF made up 0.43% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #58 holding.
WESPAC Advisors SoCal first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
WESPAC Advisors SoCal's State Street Communication Services Select Sector SPDR ETF position peaked at $4.85M in Q2 2024.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.