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

Williams Jones 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 Q2	$1.51M	Hold	14,075	–	–	0.02%	232
2026 Q1	$1.56M	Hold	14,075	–	–	0.02%	213
2025 Q4	$1.66M	Hold	14,075	–	–	0.02%	211
2025 Q3	$1.67M	Hold	14,075	–	–	0.02%	205
2025 Q2	$1.53M	Hold	14,075	–	–	0.02%	210
2025 Q1	$1.36M	Hold	14,075	–	–	0.02%	215
2024 Q4	$1.36M	Buy	14,075 +7,337	+109%	+$700K	0.02%	219
2024 Q3	$609K	Sell	6,738 -154	-2%	-$13.3K	0.01%	317
2024 Q2	$590K	Buy	6,892 +154	+2%	+$12.7K	0.01%	321
2024 Q1	$550K	Sell	6,738 -44	-0.6%	-$3.43K	0.01%	337
2023 Q4	$493K	Sell	6,782 -4,572	-40%	-$315K	0.01%	346
2023 Q3	$744K	Buy	11,354 +5,233	+85%	+$349K	0.01%	280
2023 Q2	$398K	Hold	6,121	–	–	0.01%	380
2023 Q1	$355K	Sell	6,121 -2,350	-28%	-$128K	0.01%	422
2022 Q4	$407K	Buy	8,471 +506	+6%	+$24.8K	0.01%	395
2022 Q3	$381K	Hold	7,965	–	–	0.01%	406
2022 Q2	$432K	Hold	7,965	–	–	0.01%	386
2022 Q1	$548K	Buy	7,965 +2,062	+35%	+$145K	0.01%	337
2021 Q4	$459K	Buy	5,903 +60	+1%	+$4.74K	0.01%	341
2021 Q3	$468K	Sell	5,843 -18	-0.3%	-$1.49K	0.01%	330
2021 Q2	$475K	Buy	5,861 +1,098	+23%	+$85.5K	0.01%	329
2021 Q1	$349K	Hold	4,763	–	–	0.01%	360
2020 Q4	$321K	Hold	4,763	–	–	0.01%	362
2020 Q3	$283K	Sell	4,763 -1,277	-21%	-$75.6K	0.01%	341
2020 Q2	$326K	Sell	6,040 -2,006	-25%	-$103K	0.01%	312
2020 Q1	$356K	Hold	8,046	–	–	0.01%	268
2019 Q4	$432K	Buy	8,046 +556	+7%	+$28.6K	0.01%	298
2019 Q3	$371K	Buy	+7,490	New	+$375K	0.01%	310

Other funds holding XLC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Williams Jones Wealth Management's XLC Position: Q2 2026 in Review

Williams Jones Wealth Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 14,075 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #232.

Williams Jones Wealth Management first reported a position in XLC in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.67M in Q3 2025. 645 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Williams Jones Wealth Management held 14,075 shares of State Street Communication Services Select Sector SPDR ETF worth $1.51M as of Q2 2026.
Williams Jones Wealth 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 0.02% of Williams Jones Wealth Management's portfolio in Q2 2026, its #232 holding.
Williams Jones Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2019 and has held it in 28 quarters since.
Williams Jones Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $1.67M in Q3 2025.
645 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.