ZIG
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Zullo Investment Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Zullo Investment Group’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 		$3.01M Sell
28,058
-2,704
-9% -$308K 1.03% 19
2026
Q1 		$3.41M Buy
30,762
+1,203
+4% +$139K 1.29% 16
2025
Q4 		$3.48M Buy
29,559
+285
+1% +$32.8K 1.27% 12
2025
Q3 		$3.47M Buy
29,274
+455
+2% +$50.6K 1.28% 11
2025
Q2 		$3.13M Buy
28,819
+414
+1% +$40.8K 1.27% 12
2025
Q1 		$2.74M Buy
28,405
+80
+0.3% +$7.99K 1.17% 17
2024
Q4 		$2.74M Sell
28,325
-1,199
-4% -$114K 1.11% 14
2024
Q3 		$2.67M Buy
29,524
+343
+1% +$29.6K 1.11% 19
2024
Q2 		$2.5M Buy
29,181
+221
+0.8% +$18.2K 1.1% 19
2024
Q1 		$2.36M Buy
28,960
+622
+2% +$48.4K 1.11% 21
2023
Q4 		$2.06M Sell
28,338
-53
-0.2% -$3.65K 1.05% 20
2023
Q3 		$1.86M Buy
28,391
+1,844
+7% +$123K 1.09% 23
2023
Q2 		$1.73M Buy
26,547
+1,135
+4% +$69.1K 0.99% 25
2023
Q1 		$1.47M Buy
25,412
+2,796
+12% +$152K 0.92% 28
2022
Q4 		$1.09M Buy
22,616
+2,455
+12% +$120K 0.66% 38
2022
Q3 		$966K Buy
20,161
+4,666
+30% +$257K 0.62% 38
2022
Q2 		$841K Buy
15,495
+2,806
+22% +$169K 0.53% 45
2022
Q1 		$873K Buy
12,689
+3,982
+46% +$281K 0.45% 51
2021
Q4 		$676K Buy
+8,707
New +$688K 0.35% 63

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Zullo Investment Group's XLC Position: Q2 2026 in Review

Zullo Investment Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 8.8% in Q2 2026, selling an estimated $308K and leaving 28,058 shares worth $3.01M. The position accounts for 1.03% of the portfolio, ranked #19.

Zullo Investment Group first reported a position in XLC in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.48M in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Zullo Investment Group held 28,058 shares of State Street Communication Services Select Sector SPDR ETF worth $3.01M as of Q2 2026.
  • Zullo Investment Group sold 2,704 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $308K.
  • State Street Communication Services Select Sector SPDR ETF made up 1.03% of Zullo Investment Group's portfolio in Q2 2026, its #19 holding.
  • Zullo Investment Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's State Street Communication Services Select Sector SPDR ETF position peaked at $3.48M in Q4 2025.
  • 1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.