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

Caprock Group’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 Q1	$427K	Hold	3,851	–	–	0.01%	802
2025 Q4	$453K	Buy	3,851 +1,106	+40%	+$127K	0.01%	858
2025 Q3	$306K	Buy	+2,745	New	+$305K	0.01%	938
2025 Q1	$265K	Buy	2,745 +281	+11%	+$28.1K	0.01%	915
2024 Q4	$239K	Buy	+2,464	New	+$235K	0.01%	875
2022 Q3	–	Sell	-3,876	Closed	-$210K	–	610
2022 Q2	$210K	Sell	3,876 -1,072	-22%	-$64.5K	0.02%	496
2022 Q1	$340K	Buy	4,948 +59	+1%	+$4.16K	0.03%	380
2021 Q4	$380K	Sell	4,889 -766	-14%	-$60.6K	0.03%	352
2021 Q3	$453K	Sell	5,655 -572	-9%	-$47.4K	0.04%	279
2021 Q2	$504K	Hold	6,227	–	–	0.05%	257
2021 Q1	$457K	Sell	6,227 -2,462	-28%	-$175K	0.05%	256
2020 Q4	$586K	Hold	8,689	–	–	0.07%	214
2020 Q3	$516K	Sell	8,689 -2,619	-23%	-$155K	0.07%	199
2020 Q2	$611K	Buy	+11,308	New	+$580K	0.09%	168

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Caprock Group's XLC Position: Q1 2026 in Review

Caprock Group held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 3,851 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #802.

Caprock Group first reported a position in XLC in Q2 2020 and has held it in 14 quarters since. The position peaked at $611K in Q2 2020. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Caprock Group held 3,851 shares of State Street Communication Services Select Sector SPDR ETF worth $427K as of Q1 2026.
Caprock Group left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Caprock Group's portfolio in Q1 2026, its #802 holding.
Caprock Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 14 quarters since.
Caprock Group's State Street Communication Services Select Sector SPDR ETF position peaked at $611K in Q2 2020.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.