Whittier Trust’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Whittier Trust’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	$1.63M	Sell	14,809 -466	-3%	-$53.1K	0.02%	320
2026 Q1	$1.71M	Sell	15,275 -1,838	-11%	-$213K	0.02%	289
2025 Q4	$2.01M	Buy	17,113 +2,180	+15%	+$251K	0.02%	271
2025 Q3	$1.74M	Hold	14,933	–	–	0.02%	280
2025 Q2	$1.62M	Hold	14,933	–	–	0.02%	316
2025 Q1	$1.44M	Sell	14,933 -2,911	-16%	-$291K	0.02%	324
2024 Q4	$1.73M	Sell	17,844 -260	-1%	-$24.8K	0.02%	298
2024 Q3	$1.64M	Buy	18,104 +214	+1%	+$18.4K	0.02%	302
2024 Q2	$1.53M	Buy	17,890 +316	+2%	+$26K	0.02%	295
2024 Q1	$1.43M	Buy	17,574 +755	+4%	+$58.8K	0.02%	298
2023 Q4	$1.22M	Sell	16,819 -20,540	-55%	-$1.41M	0.02%	320
2023 Q3	$2.45M	Hold	37,359	–	–	0.04%	249
2023 Q2	$2.43M	Buy	37,359 +353	+1%	+$21.5K	0.04%	255
2023 Q1	$2.15M	Sell	37,006 -9,982	-21%	-$542K	0.04%	264
2022 Q4	$2.25M	Buy	46,988 +39,513	+529%	+$1.94M	0.04%	262
2022 Q3	$358K	Buy	7,475 +782	+12%	+$43K	0.01%	513
2022 Q2	$363K	Sell	6,693 -1,780	-21%	-$107K	0.01%	518
2022 Q1	$583K	Sell	8,473 -15	-0.2%	-$1.06K	0.01%	462
2021 Q4	$659K	Buy	8,488 +1,902	+29%	+$150K	0.01%	437
2021 Q3	$528K	Buy	6,586 +175	+3%	+$14.5K	0.01%	451
2021 Q2	$519K	Buy	6,411 +94	+1%	+$7.32K	0.01%	468
2021 Q1	$463K	Sell	6,317 -39	-0.6%	-$2.77K	0.01%	489
2020 Q4	$429K	Hold	6,356	–	–	0.01%	459
2020 Q3	$378K	Sell	6,356 -115	-2%	-$6.81K	0.01%	467
2020 Q2	$350K	Sell	6,471 -530	-8%	-$27.2K	0.01%	449
2020 Q1	$310K	Buy	7,001 +25	+0.4%	+$1.29K	0.01%	439
2019 Q4	$374K	Buy	6,976 +250	+4%	+$12.9K	0.01%	439
2019 Q3	$333K	Buy	6,726 +1,225	+22%	+$61.3K	0.01%	463
2019 Q2	$271K	Sell	5,501 -6,410	-54%	-$312K	0.01%	485
2019 Q1	$557K	Sell	11,911 -3,198	-21%	-$146K	0.02%	367
2018 Q4	$624K	Buy	+15,109	New	+$677K	0.02%	338

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

Whittier Trust's XLC Position: Q2 2026 in Review

Whittier Trust reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.1% in Q2 2026, selling an estimated $53.1K and leaving 14,809 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #320.

Whittier Trust first reported a position in XLC in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.45M in Q3 2023. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Whittier Trust held 14,809 shares of State Street Communication Services Select Sector SPDR ETF worth $1.63M as of Q2 2026.
Whittier Trust sold 466 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $53.1K.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of Whittier Trust's portfolio in Q2 2026, its #320 holding.
Whittier Trust first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Whittier Trust's State Street Communication Services Select Sector SPDR ETF position peaked at $2.45M in Q3 2023.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.