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

Bonfire Financial’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	$5.82M	Buy	54,331 +2,962	+6%	+$338K	3.74%	8
2026 Q1	$5.69M	Buy	51,369 +555	+1%	+$64.3K	4.29%	7
2025 Q4	$5.98M	Buy	50,814 +1,865	+4%	+$215K	4.47%	8
2025 Q3	$5.79M	Buy	48,949 +57	+0.1%	+$6.34K	4.45%	7
2025 Q2	$5.31M	Buy	48,892 +1,660	+4%	+$164K	4.35%	8
2025 Q1	$4.56M	Buy	47,232 +2,474	+6%	+$247K	4.2%	9
2024 Q4	$4.33M	Buy	+44,758	New	+$4.27M	3.92%	10

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

Bonfire Financial's XLC Position: Q2 2026 in Review

Bonfire Financial increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 5.8% in Q2 2026, buying an estimated $338K and bringing the position to 54,331 shares worth $5.82M. The position accounts for 3.74% of the portfolio, ranked #8.

Bonfire Financial first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.98M in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Bonfire Financial held 54,331 shares of State Street Communication Services Select Sector SPDR ETF worth $5.82M as of Q2 2026.
Bonfire Financial bought 2,962 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $338K.
State Street Communication Services Select Sector SPDR ETF made up 3.74% of Bonfire Financial's portfolio in Q2 2026, its #8 holding.
Bonfire Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Bonfire Financial's State Street Communication Services Select Sector SPDR ETF position peaked at $5.98M in Q4 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Bonfire Financial's 13F filing for Q2 2026, filed 10 Aug 2026.