Clark Financial Services Group
XLC icon

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

Clark Financial Services 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
Q3 		– Sell
-29,552
Closed -$3.17M – 100
2026
Q2 		$3.17M Buy
29,552
+61
+0.2% +$6.95K 1.49% 17
2026
Q1 		$3.27M Buy
29,491
+1,148
+4% +$133K 1.77% 14
2025
Q4 		$3.34M Sell
28,343
-1,543
-5% -$178K 1.78% 14
2025
Q3 		$3.54M Sell
29,886
-61
-0.2% -$6.78K 1.88% 14
2025
Q2 		$3.25M Buy
29,947
+6,852
+30% +$675K 2% 13
2025
Q1 		$2.23M Buy
+23,095
New +$2.31M 1.54% 14
2022
Q1 		$929K Buy
13,503
+88
+0.7% +$6.2K 0.68% 22
2021
Q4 		$1.04M Buy
13,415
+220
+2% +$17.4K 0.7% 24
2021
Q3 		$1.06M Buy
+13,195
New +$1.09M 0.81% 23

Other funds holding XLC

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Clark Financial Services Group's XLC Position: Q3 2026 in Review

Clark Financial Services Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2026, closing a stake of 29,552 shares — an estimated $3.17M sold.

Clark Financial Services Group first reported a position in XLC in Q3 2021 and held it in 9 quarters. The position peaked at $3.54M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

  • Clark Financial Services Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Clark Financial Services Group sold 29,552 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $3.17M.
  • Clark Financial Services Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and held it in 9 quarters.
  • Clark Financial Services Group's State Street Communication Services Select Sector SPDR ETF position peaked at $3.54M in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Clark Financial Services Group's 13F filing for Q3 2026, filed 19 Oct 2026.