Communication Services SPDR (XLC) — What Changed

Material changes in the AI committee's view · 24 events tracked · Detected nightly

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2026-08-01 MAJOR
▲ Agreement Shift

XLC's Committee agreement moved from 40.00% to 60.00% (+20.00pp, 1 day(s) apart).

40.00 → 60.00 (+20.0)

2026-08-01 MINOR
▲ Score Change

XLC's Committee score moved from 56.79 to 59.29 (+2.50, 1 day(s) apart).

56.79 → 59.29 (+2.5)

2026-08-01 MATERIAL
— Conviction Change

XLC's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-31 MAJOR
▼ Agreement Shift

XLC's Committee agreement moved from 60.00% to 40.00% (-20.00pp, 1 day(s) apart).

60.00 → 40.00 (-20.0)

2026-07-31 MINOR
▼ Score Change

XLC's Committee score moved from 58.29 to 56.79 (-1.50, 1 day(s) apart).

58.29 → 56.79 (-1.5)

2026-07-31 MATERIAL
— Conviction Change

XLC's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-30 MATERIAL
▲ Agreement Shift

XLC's Committee agreement moved from 50.00% to 60.00% (+10.00pp, 1 day(s) apart).

50.00 → 60.00 (+10.0)

2026-07-30 MINOR
▲ Score Change

XLC's Committee score moved from 55.52 to 58.29 (+2.77, 1 day(s) apart).

55.52 → 58.29 (+2.8)

2026-07-30 MATERIAL
— Conviction Change

XLC's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-28 MATERIAL
▼ Agreement Shift

XLC's Committee agreement moved from 60.00% to 50.00% (-10.00pp, 1 day(s) apart).

60.00 → 50.00 (-10.0)

2026-07-28 MATERIAL
▼ Score Change

XLC's Committee score moved from 61.29 to 55.52 (-5.77, 1 day(s) apart).

61.29 → 55.52 (-5.8)

2026-07-28 MATERIAL
— Conviction Change

XLC's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-25 MINOR
▲ Score Change

XLC's Committee score moved from 58.21 to 61.29 (+3.08, 1 day(s) apart).

58.21 → 61.29 (+3.1)

2026-07-25 MATERIAL
— Conviction Change

XLC's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-24 MATERIAL
▼ Score Change

XLC's Committee score moved from 63.63 to 58.21 (-5.42, 1 day(s) apart).

63.63 → 58.21 (-5.4)

2026-07-24 MATERIAL
— Conviction Change

XLC's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-18 MINOR
▼ Score Change

XLC's Committee score moved from 66.50 to 64.50 (-2.00, 1 day(s) apart).

66.50 → 64.50 (-2.0)

2026-07-17 MINOR
▲ Score Change

XLC's Committee score moved from 64.50 to 66.50 (+2.00, 1 day(s) apart).

64.50 → 66.50 (+2.0)

2026-07-16 MINOR
▼ Score Change

XLC's Committee score moved from 66.50 to 64.50 (-2.00, 1 day(s) apart).

66.50 → 64.50 (-2.0)

2026-07-15 MINOR
▼ Score Change

XLC's Committee score moved from 66.93 to 66.50 (-0.43, 1 day(s) apart).

66.93 → 66.50 (-0.4)

2026-07-14 MAJOR
▼ Agreement Shift

XLC's Committee agreement moved from 80.00% to 60.00% (-20.00pp, 1 day(s) apart).

80.00 → 60.00 (-20.0)

2026-07-14 MINOR
▼ Score Change

XLC's Committee score moved from 68.51 to 66.93 (-1.58, 1 day(s) apart).

68.51 → 66.93 (-1.6)

2026-07-14 MATERIAL
— Conviction Change

XLC's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-07-13 MINOR
▲ Score Change

XLC's Committee score moved from 68.09 to 68.51 (+0.42, 1 day(s) apart).

68.09 → 68.51 (+0.4)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →