Westbourne Investments’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Westbourne Investments’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	$497K	Hold	4,480	–	–	0.24%	87
2025 Q4	$527K	Sell	4,480 -400	-8%	-$46K	0.25%	81
2025 Q3	$560K	Sell	4,880 -35	-0.7%	-$3.89K	0.27%	73
2025 Q2	$533K	Hold	4,915	–	–	0.28%	73
2025 Q1	$474K	Hold	4,915	–	–	0.29%	75
2024 Q4	$476K	Buy	+4,915	New	+$469K	0.28%	73

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

Westbourne Investments's XLC Position: Q1 2026 in Review

Westbourne Investments held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 4,480 shares worth $497K. The position accounts for 0.24% of the portfolio, ranked #87.

Westbourne Investments first reported a position in XLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $560K in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Westbourne Investments held 4,480 shares of State Street Communication Services Select Sector SPDR ETF worth $497K as of Q1 2026.
Westbourne Investments left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.24% of Westbourne Investments's portfolio in Q1 2026, its #87 holding.
Westbourne Investments first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Westbourne Investments's State Street Communication Services Select Sector SPDR ETF position peaked at $560K in Q3 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.