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

Whalen 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	–	Sell	-2,090	Closed	-$246K	–	233
2025 Q4	$246K	Buy	+2,090	New	+$241K	0.13%	173
2025 Q3	–	Sell	-2,315	Closed	-$251K	–	273
2025 Q2	$251K	Sell	2,315 -946	-29%	-$93.2K	0.16%	171
2025 Q1	$315K	Sell	3,261 -2,804	-46%	-$280K	0.21%	102
2024 Q4	$587K	Buy	6,065 +1,717	+39%	+$164K	0.41%	49
2024 Q3	$393K	Buy	4,348 +44	+1%	+$3.79K	0.28%	80
2024 Q2	$369K	Sell	4,304 -383	-8%	-$31.6K	0.29%	70
2024 Q1	$383K	Buy	4,687 +670	+17%	+$52.2K	0.28%	64
2023 Q4	$292K	Buy	+4,017	New	+$276K	0.26%	87

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 $424B AUM 22.96% 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 $51.6B AUM 27.34% 1-Year Est. Return

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

Whalen Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 2,090 shares — an estimated $246K sold.

Whalen Wealth Management first reported a position in XLC in Q4 2023 and held it in 8 quarters. The position peaked at $587K in Q4 2024. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Whalen Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Whalen Wealth Management sold 2,090 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $246K.
Whalen Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and held it in 8 quarters.
Whalen Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $587K in Q4 2024.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.