BFSG LLC’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

BFSG LLC’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	$2.37M	Buy	22,114 +1,486	+7%	+$169K	0.21%	125
2026 Q1	$2.29M	Sell	20,628 -1,335	-6%	-$155K	0.22%	121
2025 Q4	$2.59M	Buy	21,963 +602	+3%	+$69.3K	0.25%	115
2025 Q3	$2.53M	Buy	21,361 +4,197	+24%	+$467K	0.24%	120
2025 Q2	$1.86M	Buy	17,164 +4,807	+39%	+$473K	0.21%	123
2025 Q1	$1.19M	Sell	12,357 -2,900	-19%	-$290K	0.15%	140
2024 Q4	$1.48M	Sell	15,257 -4,233	-22%	-$404K	0.17%	133
2024 Q3	$1.76M	Sell	19,490 -7,482	-28%	-$645K	0.2%	127
2024 Q2	$2.31M	Sell	26,972 -343	-1%	-$28.3K	0.29%	103
2024 Q1	$2.23M	Buy	27,315 +1,873	+7%	+$146K	0.29%	97
2023 Q4	$1.85M	Buy	25,442 +1,521	+6%	+$105K	0.27%	108
2023 Q3	$1.57M	Buy	23,921 +6,695	+39%	+$447K	0.25%	110
2023 Q2	$1.12M	Buy	17,226 +8,953	+108%	+$545K	0.19%	124
2023 Q1	$480K	Buy	8,273 +3,562	+76%	+$193K	0.09%	164
2022 Q4	$226K	Buy	+4,711	New	+$231K	0.05%	179
2022 Q1	–	Sell	-2,604	Closed	-$202K	–	235
2021 Q4	$202K	Buy	+2,604	New	+$206K	0.03%	214

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

BFSG LLC's XLC Position: Q2 2026 in Review

BFSG LLC increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 7.2% in Q2 2026, buying an estimated $169K and bringing the position to 22,114 shares worth $2.37M. The position accounts for 0.21% of the portfolio, ranked #125.

BFSG LLC first reported a position in XLC in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.59M in Q4 2025. 1,155 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

BFSG LLC held 22,114 shares of State Street Communication Services Select Sector SPDR ETF worth $2.37M as of Q2 2026.
BFSG LLC bought 1,486 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $169K.
State Street Communication Services Select Sector SPDR ETF made up 0.21% of BFSG LLC's portfolio in Q2 2026, its #125 holding.
BFSG LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
BFSG LLC's State Street Communication Services Select Sector SPDR ETF position peaked at $2.59M in Q4 2025.
1,155 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.