Western Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Western Wealth Management’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	$6.68M	Buy	60,263 +9,617	+19%	+$1.11M	0.25%	73
2025 Q4	$5.96M	Sell	50,646 -3,774	-7%	-$434K	0.27%	62
2025 Q3	$6.44M	Buy	54,420 +4,143	+8%	+$461K	0.34%	54
2025 Q2	$5.46M	Buy	50,277 +14,539	+41%	+$1.43M	0.32%	60
2025 Q1	$3.45M	Buy	35,738 +1,328	+4%	+$133K	0.23%	91
2024 Q4	$3.33M	Sell	34,410 -8,431	-20%	-$804K	0.22%	91
2024 Q3	$3.87M	Buy	42,841 +5,130	+14%	+$442K	0.22%	93
2024 Q2	$3.23M	Buy	37,711 +2,070	+6%	+$171K	0.24%	83
2024 Q1	$2.91M	Buy	35,641 +10,550	+42%	+$822K	0.23%	90
2023 Q4	$1.82M	Buy	25,091 +1,253	+5%	+$86.2K	0.13%	165
2023 Q3	$1.56M	Buy	23,838 +782	+3%	+$52.2K	0.13%	164
2023 Q2	$1.5M	Buy	23,056 +4,477	+24%	+$273K	0.13%	167
2023 Q1	$1.08M	Sell	18,579 -3,991	-18%	-$217K	0.1%	219
2022 Q4	$1.08M	Sell	22,570 -35,720	-61%	-$1.75M	0.11%	204
2022 Q3	$2.8M	Sell	58,290 -2,508	-4%	-$138K	0.16%	145
2022 Q2	$3.29M	Sell	60,798 -5,531	-8%	-$333K	0.19%	124
2022 Q1	$4.56M	Buy	66,329 +30,742	+86%	+$2.17M	0.22%	97
2021 Q4	$2.77M	Buy	+35,587	New	+$2.81M	0.27%	83
2021 Q2	$2.7M	Buy	33,398 +2,618	+9%	+$204K	0.28%	80
2021 Q1	$2.26M	Buy	30,780 +1,841	+6%	+$131K	0.3%	74
2020 Q4	$1.95M	Buy	28,939 +1,717	+6%	+$109K	0.29%	82
2020 Q3	$1.62M	Buy	27,222 +5,663	+26%	+$335K	0.26%	96
2020 Q2	$1.17M	Buy	+21,559	New	+$1.11M	0.21%	118

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

Western Wealth Management's XLC Position: Q1 2026 in Review

Western Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 19% in Q1 2026, buying an estimated $1.11M and bringing the position to 60,263 shares worth $6.68M. The position accounts for 0.25% of the portfolio, ranked #73.

Western Wealth Management first reported a position in XLC in Q2 2020 and has held it in 23 quarters since. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Western Wealth Management held 60,263 shares of State Street Communication Services Select Sector SPDR ETF worth $6.68M as of Q1 2026.
Western Wealth Management bought 9,617 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $1.11M.
State Street Communication Services Select Sector SPDR ETF made up 0.25% of Western Wealth Management's portfolio in Q1 2026, its #73 holding.
Western Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 23 quarters since.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.