Winch Advisory Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Winch Advisory Services’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	$103K	Buy	965 +3	+0.3%	+$342	0.02%	145
2026 Q1	$107K	Buy	962 +3	+0.3%	+$347	0.02%	132
2025 Q4	$113K	Buy	959 +3	+0.3%	+$345	0.03%	125
2025 Q3	$113K	Buy	956 +3	+0.3%	+$333	0.03%	123
2025 Q2	$103K	Buy	953 +3	+0.3%	+$296	0.03%	124
2025 Q1	$91.7K	Buy	950 +2	+0.2%	+$200	0.02%	123
2024 Q4	$91.7K	Sell	948 -102	-10%	-$9.72K	0.02%	121
2024 Q3	$94.9K	Buy	1,050 +3	+0.3%	+$259	0.03%	120
2024 Q2	$89.7K	Buy	1,047 +3	+0.3%	+$247	0.03%	117
2024 Q1	$85.2K	Buy	1,044 +3	+0.3%	+$234	0.03%	114
2023 Q4	$75.6K	Buy	1,041 +2	+0.2%	+$138	0.03%	117
2023 Q3	$68K	Buy	1,039 +3	+0.3%	+$200	0.02%	116
2023 Q2	$67K	Buy	1,036 +2	+0.2%	+$122	0.02%	116
2023 Q1	$60K	Buy	1,034 +2	+0.2%	+$109	0.02%	121
2022 Q4	$50K	Buy	1,032 +3	+0.3%	+$147	0.02%	124
2022 Q3	$49K	Buy	1,029 +2	+0.2%	+$110	0.02%	116
2022 Q2	$56K	Buy	1,027 +3	+0.3%	+$181	0.02%	114
2022 Q1	$70K	Buy	1,024 +1	+0.1%	+$70	0.02%	114
2021 Q4	$79K	Buy	1,023 +3	+0.3%	+$237	0.03%	104
2021 Q3	$82K	Buy	1,020 +1	+0.1%	+$83	0.03%	103
2021 Q2	$82K	Buy	1,019 +2	+0.2%	+$156	0.03%	99
2021 Q1	$75K	Buy	1,017 +28	+3%	+$1.99K	0.03%	92
2020 Q4	$67K	Buy	989 +1	+0.1%	+$64	0.03%	85
2020 Q3	$59K	Buy	988 +3	+0.3%	+$178	0.03%	86
2020 Q2	$53K	Buy	985 +2	+0.2%	+$103	0.03%	89
2020 Q1	$44K	Buy	983 +2	+0.2%	+$103	0.02%	92
2019 Q4	$53K	Buy	981 +2	+0.2%	+$103	0.03%	112
2019 Q3	$48K	Buy	979 +3	+0.3%	+$150	0.03%	108
2019 Q2	$48K	Sell	976 -214	-18%	-$10.4K	0.03%	113
2019 Q1	$56K	Buy	+1,190	New	+$54.2K	0.03%	107

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

Winch Advisory Services's XLC Position: Q2 2026 in Review

Winch Advisory Services increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.31% in Q2 2026, buying an estimated $342 and bringing the position to 965 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #145.

Winch Advisory Services first reported a position in XLC in Q1 2019 and has held it in 30 quarters since. The position peaked at $113K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Winch Advisory Services held 965 shares of State Street Communication Services Select Sector SPDR ETF worth $103K as of Q2 2026.
Winch Advisory Services bought 3 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $342.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of Winch Advisory Services's portfolio in Q2 2026, its #145 holding.
Winch Advisory Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
Winch Advisory Services's State Street Communication Services Select Sector SPDR ETF position peaked at $113K in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.