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

Xcel 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	$461K	Hold	4,159	–	–	0.13%	106
2025 Q4	$490K	Hold	4,159	–	–	0.12%	101
2025 Q3	$492K	Sell	4,159 -1,004	-19%	-$112K	0.13%	97
2025 Q2	$560K	Hold	5,163	–	–	0.16%	88
2025 Q1	$498K	Hold	5,163	–	–	0.16%	90
2024 Q4	$500K	Hold	5,163	–	–	0.14%	88
2024 Q3	$467K	Hold	5,163	–	–	0.14%	87
2024 Q2	$442K	Hold	5,163	–	–	0.14%	87
2024 Q1	$422K	Buy	5,163 +63	+1%	+$4.91K	0.13%	87
2023 Q4	$371K	Hold	5,100	–	–	0.13%	88
2023 Q3	$334K	Hold	5,100	–	–	0.13%	88
2023 Q2	$332K	Hold	5,100	–	–	0.1%	110
2023 Q1	$296K	Hold	5,100	–	–	0.1%	112
2022 Q4	$245K	Hold	5,100	–	–	0.1%	111
2022 Q3	$244K	Hold	5,100	–	–	0.09%	111
2022 Q2	$277K	Hold	5,100	–	–	0.1%	108
2022 Q1	$351K	Hold	5,100	–	–	0.1%	113
2021 Q4	$396K	Sell	5,100 -23	-0.4%	-$1.82K	0.1%	117
2021 Q3	$410K	Hold	5,123	–	–	0.12%	109
2021 Q2	$415K	Sell	5,123 -523	-9%	-$40.7K	0.13%	107
2021 Q1	$414K	Buy	5,646 +23	+0.4%	+$1.64K	0.15%	96
2020 Q4	$379K	Sell	5,623 -33	-0.6%	-$2.1K	0.16%	91
2020 Q3	$335K	Hold	5,656	–	–	0.17%	87
2020 Q2	$305K	Buy	+5,656	New	+$290K	0.19%	82
2020 Q1	–	Sell	-4,000	Closed	-$214K	–	83
2019 Q4	$214K	Buy	+4,000	New	+$206K	0.18%	68

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

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

Xcel Wealth Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 4,159 shares worth $461K. The position accounts for 0.13% of the portfolio, ranked #106.

Xcel Wealth Management first reported a position in XLC in Q4 2019 and has held it in 25 quarters since. The position peaked at $560K in Q2 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Xcel Wealth Management held 4,159 shares of State Street Communication Services Select Sector SPDR ETF worth $461K as of Q1 2026.
Xcel Wealth Management 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 0.13% of Xcel Wealth Management's portfolio in Q1 2026, its #106 holding.
Xcel Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
Xcel Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $560K in Q2 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.