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

Birchbrook’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 Q3	$22.2K	Sell	200 -178	-47%	-$19.8K	0.01%	161
2026 Q2	$40.5K	Hold	378	–	–	0.02%	142
2026 Q1	$41.9K	Hold	378	–	–	0.02%	130
2025 Q4	$44.5K	Hold	378	–	–	0.02%	128
2025 Q3	$44.7K	Hold	378	–	–	0.02%	128
2025 Q2	$41K	Hold	378	–	–	0.02%	130
2025 Q1	$36.5K	Hold	378	–	–	0.02%	128
2024 Q4	$36.6K	Buy	+378	New	+$36K	0.02%	133

Other funds holding XLC

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Birchbrook's XLC Position: Q3 2026 in Review

Birchbrook reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 47% in Q3 2026, selling an estimated $19.8K and leaving 200 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #161.

Birchbrook first reported a position in XLC in Q4 2024 and has held it in 8 quarters since. The position peaked at $44.7K in Q3 2025. 483 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Birchbrook held 200 shares of State Street Communication Services Select Sector SPDR ETF worth $22.2K as of Q3 2026.
Birchbrook sold 178 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $19.8K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Birchbrook's portfolio in Q3 2026, its #161 holding.
Birchbrook first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Birchbrook's State Street Communication Services Select Sector SPDR ETF position peaked at $44.7K in Q3 2025.
483 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.