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

Churchill Financial Advisors’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	$467K	Buy	4,356 +171	+4%	+$19.5K	0.09%	100
2026 Q1	$464K	Buy	+4,185	New	+$484K	0.1%	96

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

Churchill Financial Advisors's XLC Position: Q2 2026 in Review

Churchill Financial Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4.1% in Q2 2026, buying an estimated $19.5K and bringing the position to 4,356 shares worth $467K. The position accounts for 0.09% of the portfolio, ranked #100.

Churchill Financial Advisors first reported a position in XLC in Q1 2026 and has held it in 2 quarters since. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Churchill Financial Advisors held 4,356 shares of State Street Communication Services Select Sector SPDR ETF worth $467K as of Q2 2026.
Churchill Financial Advisors bought 171 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $19.5K.
State Street Communication Services Select Sector SPDR ETF made up 0.09% of Churchill Financial Advisors's portfolio in Q2 2026, its #100 holding.
Churchill Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.