Westside Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Westside Investment 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 Q2	$38.1K	Hold	356	–	–	0.01%	686
2026 Q1	$39.8K	Sell	356 -40	-10%	-$4.63K	0.01%	639
2025 Q4	$46.4K	Hold	396	–	–	0.01%	563
2025 Q3	$46.4K	Buy	396 +40	+11%	+$4.45K	0.01%	564
2025 Q2	$38.4K	Hold	356	–	–	0.01%	506
2025 Q1	$34.4K	Hold	356	–	–	0.01%	464
2024 Q4	$34.5K	Hold	356	–	–	0.01%	468
2024 Q3	$30.7K	Hold	356	–	–	0.01%	489
2024 Q2	$30.5K	Hold	356	–	–	0.01%	464
2024 Q1	$29.3K	Hold	356	–	–	0.01%	456
2023 Q4	$25.9K	Hold	356	–	–	0.01%	459
2023 Q3	$23.3K	Hold	356	–	–	0.01%	462
2023 Q2	$23.2K	Hold	356	–	–	0.01%	474
2023 Q1	$20.6K	Hold	356	–	–	0.01%	488
2022 Q4	$17.3K	Hold	356	–	–	0.04%	176
2022 Q3	$17K	Hold	356	–	–	0.04%	179
2022 Q2	$24.7K	Hold	356	–	–	0.06%	155
2022 Q1	$24.7K	Hold	356	–	–	0.05%	156
2021 Q4	$29K	Hold	356	–	–	0.07%	144
2021 Q3	$29K	Hold	356	–	–	0.07%	144
2021 Q2	$28.8K	Hold	356	–	–	0.07%	143
2021 Q1	$26.1K	Buy	+356	New	+$25.3K	0.07%	139

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

Westside Investment Management's XLC Position: Q2 2026 in Review

Westside Investment Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 356 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #686.

Westside Investment Management first reported a position in XLC in Q1 2021 and has held it in 22 quarters since. The position peaked at $46.4K in Q4 2025. 1,161 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Westside Investment Management held 356 shares of State Street Communication Services Select Sector SPDR ETF worth $38.1K as of Q2 2026.
Westside Investment Management left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #686 holding.
Westside Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Westside Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $46.4K in Q4 2025.
1,161 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.