# Portfolio overlap — FSTCX vs XLC

Comparing **Select Telecommunications Portfolio** (2026-02-28) and **State Street(R) Communication Services Select Sector SPDR(R) ETF** (2026-03-31).

- Shared positions: 5
- Select Telecommunications Portfolio covered by State Street(R) Communication Services Select Sector SPDR(R) ETF: 0.1743441393490746424048650758
- State Street(R) Communication Services Select Sector SPDR(R) ETF covered by Select Telecommunications Portfolio: 0.1743441393490746424048650758

## Select Telecommunications Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VERIZON COMMUNICATIONS INC | 0.224021 | ✓ |
| AT&T INC | 0.214076 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.074612 |  |
| T-MOBILE US INC | 0.059976 | ✓ |
| AST SPACEMOBILE INC | 0.047028 |  |
| GLOBALSTAR INC | 0.040831 |  |
| Fidelity Cash Central Fund | 0.040252 |  |
| IRIDIUM COMMUNICATIONS INC | 0.038005 |  |
| LUMEN TECHNOLOGIES INC | 0.035989 |  |
| LIBERTY LATIN AMERICA LTD CL C | 0.029025 |  |
| UNITI GROUP INC | 0.025124 |  |
| IDT CORP CL B NEW | 0.023974 |  |
| COMCAST CORP CL A | 0.022587 | ✓ |
| GCI LIBERTY INC. - CL C | 0.020231 |  |
| TELEPHONE & DATA | 0.019693 |  |
| US CELLULAR CORP | 0.019079 |  |
| LIBERTY GLOBAL LTD CL A | 0.012401 |  |
| LIBERTY GLOBAL LTD C | 0.012264 |  |
| COGENT COMMUNICATIONS HOLDINGS INC | 0.011458 |  |
| LIBERTY LATIN AMERICA LTD CL A | 0.008911 |  |
| ECHOSTAR CORP CL A | 0.008899 | ✓ |
| ANTERIX INC | 0.005171 |  |
| BANDWIDTH INC-A | 0.002455 |  |
| GCI LIBERTY INC. A | 0.002046 |  |
| SHENANDOAH TELECOM CO | 0.001345 |  |
| SPOK HOLDINGS INC | 0.000547 |  |

## State Street(R) Communication Services Select Sector SPDR(R) ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| META PLATFORMS INC CL A | 0.180807 |  |
| ALPHABET INC CL A | 0.105831 |  |
| ALPHABET INC CL C | 0.084805 |  |
| NETFLIX INC | 0.058657 |  |
| AT&T INC | 0.050127 | ✓ |
| ELECTRONIC ARTS INC | 0.047891 |  |
| VERIZON COMMUNICATIONS INC | 0.046518 | ✓ |
| WARNER BROS DISCOVERY INC | 0.046372 |  |
| T-MOBILE US INC | 0.046213 | ✓ |
| WALT DISNEY CO/T | 0.044864 |  |
| COMCAST CORP CL A | 0.044106 | ✓ |
| TAKE-TWO INTERACTV SOFTWR INC | 0.043939 |  |
| LIVE NATION ENTERTAINMENT INC | 0.032782 |  |
| OMNICOM GROUP INC | 0.032252 |  |
| CHARTER COMMUNICATIONS INC A | 0.025305 |  |
| ECHOSTAR CORP CL A | 0.021452 | ✓ |
| TKO GROUP HOLDINGS INC | 0.018198 |  |
| FOX CORP CL A | 0.015955 |  |
| TRADE DESK INC-A | 0.013600 |  |
| NEWS CORP NEW CL A | 0.012564 |  |
| FOX CORPORATION B | 0.010233 |  |
| State Street Navigator Securities Lending Portfolio II | 0.008971 |  |
| NEWS CORP NEW CL B | 0.004743 |  |
| PARAMOUNT SKYDANCE CORP | 0.003816 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002675` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002675/0000035402-26-002675-index.htm>
- N-PORT (fund B) — accession `0001410368-26-055323` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1064641/000141036826055323/0001410368-26-055323-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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