Whalerock Point Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Whalerock Point Partners’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	$965K	Hold	8,707	–	–	0.19%	75
2025 Q4	$1.02M	Hold	8,707	–	–	0.2%	71
2025 Q3	$1.03M	Hold	8,707	–	–	0.21%	67
2025 Q2	$945K	Hold	8,707	–	–	0.2%	72
2025 Q1	$840K	Hold	8,707	–	–	0.2%	75
2024 Q4	$843K	Hold	8,707	–	–	0.2%	74
2024 Q3	$787K	Hold	8,707	–	–	0.19%	82
2024 Q2	$746K	Hold	8,707	–	–	0.2%	78
2024 Q1	$711K	Hold	8,707	–	–	0.19%	81
2023 Q4	$633K	Hold	8,707	–	–	0.2%	81
2023 Q3	$571K	Hold	8,707	–	–	0.2%	82
2023 Q2	$567K	Buy	8,707 +232	+3%	+$14.1K	0.19%	78
2023 Q1	$491K	Hold	8,475	–	–	0.18%	81
2022 Q4	$407K	Hold	8,475	–	–	0.17%	89
2022 Q3	$406K	Hold	8,475	–	–	0.18%	85
2022 Q2	$460K	Hold	8,475	–	–	0.19%	79
2022 Q1	$583K	Hold	8,475	–	–	0.21%	77
2021 Q4	$658K	Buy	8,475 +3,225	+61%	+$255K	0.23%	77
2021 Q3	$421K	Buy	+5,250	New	+$435K	0.16%	93

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

Whalerock Point Partners's XLC Position: Q1 2026 in Review

Whalerock Point Partners held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 8,707 shares worth $965K. The position accounts for 0.19% of the portfolio, ranked #75.

Whalerock Point Partners first reported a position in XLC in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Whalerock Point Partners held 8,707 shares of State Street Communication Services Select Sector SPDR ETF worth $965K as of Q1 2026.
Whalerock Point Partners 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 0.19% of Whalerock Point Partners's portfolio in Q1 2026, its #75 holding.
Whalerock Point Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Whalerock Point Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $1.03M 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 Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.