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 Q2	$416K	Sell	3,880 -600	-13%	-$68.4K	0.17%	100
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 $1.55T 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

Westbourne Investments's XLC Position: Q2 2026 in Review

Westbourne Investments reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 13% in Q2 2026, selling an estimated $68.4K and leaving 3,880 shares worth $416K. The position accounts for 0.17% of the portfolio, ranked #100.

Westbourne Investments first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $560K in Q3 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Westbourne Investments held 3,880 shares of State Street Communication Services Select Sector SPDR ETF worth $416K as of Q2 2026.
Westbourne Investments sold 600 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $68.4K.
State Street Communication Services Select Sector SPDR ETF made up 0.17% of Westbourne Investments's portfolio in Q2 2026, its #100 holding.
Westbourne Investments first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Westbourne Investments's State Street Communication Services Select Sector SPDR ETF position peaked at $560K in Q3 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.