Biltmore Family Office’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Biltmore Family Office’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	$28.6K	Buy	267 +26	+11%	+$2.96K	﹤0.01%	298
2026 Q1	$26.7K	Sell	241 -452	-65%	-$52.3K	﹤0.01%	285
2025 Q4	$81.6K	Buy	693 +452	+188%	+$52K	0.01%	254
2025 Q3	$28.5K	Buy	+241	New	+$26.8K	﹤0.01%	251
2023 Q1	–	Sell	-3,000	Closed	-$144K	–	283
2022 Q4	$144K	Sell	3,000 -875	-23%	-$42.9K	0.03%	212
2022 Q3	$186K	Hold	3,875	–	–	0.04%	167
2022 Q2	$210K	Hold	3,875	–	–	0.05%	163
2022 Q1	$267K	Hold	3,875	–	–	0.06%	158
2021 Q4	$301K	Hold	3,875	–	–	0.06%	163
2021 Q3	$310K	Hold	3,875	–	–	0.07%	142
2021 Q2	$314K	Hold	3,875	–	–	0.09%	136
2021 Q1	$284K	Sell	3,875 -357	-8%	-$25.4K	0.09%	132
2020 Q4	$286K	Hold	4,232	–	–	0.09%	135
2020 Q3	$251K	Sell	4,232 -1,800	-30%	-$107K	0.14%	117
2020 Q2	$326K	Hold	6,032	–	–	0.2%	104
2020 Q1	$267K	Hold	6,032	–	–	0.18%	118
2019 Q4	$323K	Buy	+6,032	New	+$311K	0.13%	134

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

Biltmore Family Office's XLC Position: Q2 2026 in Review

Biltmore Family Office increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 11% in Q2 2026, buying an estimated $2.96K and bringing the position to 267 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Biltmore Family Office first reported a position in XLC in Q4 2019 and has held it in 17 quarters since. The position peaked at $326K in Q2 2020. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Biltmore Family Office held 267 shares of State Street Communication Services Select Sector SPDR ETF worth $28.6K as of Q2 2026.
Biltmore Family Office bought 26 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $2.96K.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Biltmore Family Office's portfolio in Q2 2026, its #298 holding.
Biltmore Family Office first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 17 quarters since.
Biltmore Family Office's State Street Communication Services Select Sector SPDR ETF position peaked at $326K in Q2 2020.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.