THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND. Every tracked FinTwit mention of $XLC, newest first. 20 mentions since the first on Dec 17, 2025. See the price chart.
July 2026 · 4 mentions
Jul 15
Alphatica — ROTATION SCANNER | July 15, 2026
$XLC +1.5%. $XLY +1.4%. Consumer and comms lead. $SOXX -2.6%. $MTUM -2.6%. Semis and momentum sold. $SLV -1.9%. Spread 4.2%. Narrowing. The volati…↗
Jul 13
Alphatica — ROTATION SCANNER | July 13, 2026
$SOXX -3.7%. All four thematics negative. $SLV -2.8%. $GLD -2.2%. Precious metals sell again. $USO +4.6%. $XLE +2.6%. Oil leads. Again. Same struc…↗
Jul 10
Alphatica — ROTATION SCANNER | July 10, 2026
$XBI -3.6%. Biotech crashes. All four thematics negative. Again. $XLB +1.4% leads. Materials. Factors flat. No conviction. The rotation stalled. Q…↗
Jul 1
Alphatica — ROTATION SCANNER | July 1, 2026
$IGV +4.30%. Largest software move of the series. $SOXX -5.31%. 9.6% spread. Widest of the series. The split inverted on Q3 day one.
Leader: $IGV…↗
June 2026 · 4 mentions
Jun 29
Alphatica — ROTATION SCANNER | June 29, 2026
$SOXX +2.84%. All four thematics green. $IGV +1.86%. The split resolved. Q2 close. JPM collar day.
Leader: $SOXX (Semiconductors) +2.84%
Laggard:…↗
Jun 26
Alphatica — ROTATION SCANNER | June 26, 2026
$IGV +3.28%. Session leader. For the first time. $SOXX -4.92%. The split fully inverted. Software on top. Semis crash. 8.2% gap.
Leader: $IGV (So…↗
Jun 22
Alphatica — ROTATION SCANNER | June 22, 2026
$XBI +3.6%. Biotech leads the week. $IGV -2.3%. Software selling accelerates. 5.9% gap. The widest biotech/software spread of the series.
Leader:…↗
Mo — Weekly RRG rotation snapshot - structure > noise. ✅
🔵 CYCLICALS - early leadership, now cooling
🔥 $XLE (Energy) → still leading but momentum rolling over
✅ $XLB (Materials) → f…↗
Apr 3
Alphatica — Two weeks ago: 9 of 11 sectors were aligned bull. The broadening was underway. We said institutions were repositioning cautiously.
EVERY MAJOR SECTOR IS A HANDOFF:
$XLK: −$152M i…↗
Apr 1
Nick Colas & Jessica Rabe (DataTrek) — Six of the S&P’s eleven sectors are still up on the year, with Energy (+37.0%) and Materials (+10.2%) at the top of the heap.
Financials are still in the cellar (-9.9%), follo…↗
March 2026 · 2 mentions
Mar 21
Alphatica — ALPHATICA — SECTOR FLOW: THE BROADENING
Four weeks of sector flow data. Here's the story in one chart.
Week 1 (post-strike): XLK at 0%. Panic. Institutions hiding in utilities an…↗
Mar 7
Alphatica — One week into the Iran strikes. Here's what sector flow looks like now.
We classified 35,579 institutional trades across all 11 SPDR sector ETFs.
8 of 11 sectors: institutions BU…↗
February 2026 · 4 mentions
Feb 27
Alphatica — We scanned 43,000+ institutional trades across all 11 SPDR sector ETFs over the last 30 days.
$110 billion in dark pool notional. Here's where institutions are positioning:
ACCUM…↗
Feb 20
Nick Colas & Jessica Rabe (DataTrek) — S&P 500 revenues in Q4 2025 registered the strongest year over year growth (+9.0 pct) since Q3 2022 (+11.0 pct). Tech, Communications, and Health Care drove this strong comp.…↗
Feb 20
Alphatica — We scanned 108 MILLION trades across all 11 S&P 500 sector ETFs over the last 90 days.
Here's what institutions are actually doing with your money:
WHERE INSTITUTIONS ARE BUYING…↗
Nick Colas & Jessica Rabe (DataTrek) — The dollar’s recent slump isn't a sign that the end is nigh for it, but it's a key issue for global equity investors. Dollar weakness continues to provide incremental returns to US…↗
Jan 5
Nick Colas & Jessica Rabe (DataTrek) — Only 3 S&P sectors outperformed last year: Tech (+23.8%), Communications (+21.6%), and Industrials (+17.7%).
$XLK $XLC $XLI↗