셀렉트 섹터 SPDR 트러스트 - 스테이트 스트리트 커뮤니케이션 서비스 셀렉트 섹터 SPDR ETF
MX ˙ BMV
SecurityMX:XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership18,759 shares
Latest Disclosed Value $ 2,079,616
Sowell Financial Services LLC reports 8.43% increase in ownership of XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 18,759 shares of The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF (MX:XLC) valued at $2,079,616 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 17,300 shares of The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF. This represents a change in shares of 8.43% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F SELECT SECTOR SPDR TR STATE STREET COM 81369Y852 18,759 1,459 8.43 2,080 2.11 0.0769
2026-01-21 2025-12-31 13F SELECT SECTOR SPDR TR STATE STREET COM 81369Y852 17,300 -656 -3.65 2,037 -4.19 0.0748
2025-10-17 2025-09-30 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 17,956 304 1.72 2,125 10.97 0.0816
2025-07-14 2025-06-30 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 17,652 288 1.66 1,916 14.40 0.0780
2025-04-17 2025-03-31 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 17,364 234 1.37 1,675 0.97 0.0762
2025-02-07 2024-12-31 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 17,130 2,445 16.65 1,658 24.85 0.0872
2024-10-04 2024-09-30 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 14,685 -5,852 -28.49 1,328 -24.50 0.0617
2024-08-13 2024-06-30 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 20,537 452 2.25 1,759 7.26 0.0840
2024-05-03 2024-03-31 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 20,085 6,717 50.25 1,640 68.90 0.0774
2024-01-24 2023-12-31 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 13,368 -15,243 -53.28 971 -48.24 0.0526
2023-11-08 2023-09-30 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 28,611 451 1.60 1,876 2.35 0.1177
2023-08-14 2023-06-30 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 28,160 244 0.87 1,833 183,200.00 0.1022
2023-05-12 2023-03-31 13F SELECT SECTOR SPDR TR ETF 81369Y852 27,916 16,385 142.10 2 0.1248
2023-02-09 2022-12-31 13F Communicat SVS SLCT Sec SPDR ETF ETF 81369Y852 11,531 11,531 1 0.0358
2021-08-05 2021-06-30 13F COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND ETF 81369Y852 0 -9,768 -100.00 0 -100.00
2021-05-07 2021-03-31 13F COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND ETF 81369Y852 9,768 184 1.92 759 17.31 0.0264
2021-01-13 2020-12-31 13F COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND ETF 81369Y852 9,584 1,352 16.42 647 32.31 0.0276
2020-11-12 2020-09-30 13F COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND ETF 81369Y852 8,232 -13,156 -61.51 489 -57.70 0.0244
2020-08-13 2020-06-30 13F COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND ETF 81369Y852 21,388 6,079 39.71 1,156 70.75 0.0635
2020-05-12 2020-03-31 13F COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND ETF 81369Y852 15,309 14,127 1,195.18 677 974.60 0.0501
2020-02-07 2019-12-31 13F COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND ETF 81369Y852 1,182 216 22.36 63 31.25 0.0048
2019-11-14 2019-09-30 13F COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND ETF 81369Y852 966 -6,960 -87.81 48 -85.32 0.0040
2019-03-05 2018-12-31 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 7,926 7,926 327 0.0463
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.