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

Capitol 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 		$1.51M Buy
14,097
+1,590
+13% +$181K 1.6% 12
2026
Q1 		$1.47M Hold
12,507
– – 1.74% 11
2025
Q4 		$1.47M Buy
12,507
+738
+6% +$84.9K 1.74% 11
2025
Q3 		$1.39M Buy
11,769
+60
+0.5% +$6.67K 1.69% 11
2025
Q2 		$1.27M Buy
11,709
+63
+0.5% +$6.21K 1.66% 11
2025
Q1 		$1.12M Buy
+11,646
New +$1.16M 1.59% 12

Other funds holding XLC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

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

Capitol Family Office increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 13% in Q2 2026, buying an estimated $181K and bringing the position to 14,097 shares worth $1.51M. The position accounts for 1.6% of the portfolio, ranked #12.

Capitol Family Office first reported a position in XLC in Q1 2025 and has held it in 6 quarters since. 652 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Capitol Family Office held 14,097 shares of State Street Communication Services Select Sector SPDR ETF worth $1.51M as of Q2 2026.
  • Capitol Family Office bought 1,590 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $181K.
  • State Street Communication Services Select Sector SPDR ETF made up 1.6% of Capitol Family Office's portfolio in Q2 2026, its #12 holding.
  • Capitol Family Office first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • 652 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.