Cape Ann Savings Bank’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Cape Ann Savings Bank’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	–	Sell	-1,831	Closed	-$203K	–	121
2026 Q1	$203K	Sell	1,831 -1	-0.1%	-$116	0.1%	118
2025 Q4	$216K	Hold	1,832	–	–	0.11%	105
2025 Q3	$217K	Buy	+1,832	New	+$204K	0.12%	102
2022 Q2	–	Sell	-3,014	Closed	-$207K	–	84
2022 Q1	$207K	Sell	3,014 -550	-15%	-$38.8K	0.14%	84
2021 Q4	$277K	Buy	+3,564	New	+$282K	0.17%	79

Other funds holding XLC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cape Ann Savings Bank's XLC Position: Q2 2026 in Review

Cape Ann Savings Bank sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 1,831 shares — an estimated $203K sold.

Cape Ann Savings Bank first reported a position in XLC in Q4 2021 and held it in 5 quarters. The position peaked at $277K in Q4 2021. 687 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Cape Ann Savings Bank reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Cape Ann Savings Bank sold 1,831 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $203K.
Cape Ann Savings Bank first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
Cape Ann Savings Bank's State Street Communication Services Select Sector SPDR ETF position peaked at $277K in Q4 2021.
687 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.