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 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

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Clark Financial Services Group's XLC Position: Q2 2026 in Review

Clark Financial Services Group increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.21% in Q2 2026, buying an estimated $6.95K and bringing the position to 29,552 shares worth $3.17M. The position accounts for 1.49% of the portfolio, ranked #17.

Clark Financial Services Group first reported a position in XLC in Q3 2021 and has held it in 9 quarters since. The position peaked at $3.54M in Q3 2025. 494 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Clark Financial Services Group held 29,552 shares of State Street Communication Services Select Sector SPDR ETF worth $3.17M as of Q2 2026.
Clark Financial Services Group bought 61 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $6.95K.
State Street Communication Services Select Sector SPDR ETF made up 1.49% of Clark Financial Services Group's portfolio in Q2 2026, its #17 holding.
Clark Financial Services Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and has held it in 9 quarters since.
Clark Financial Services Group's State Street Communication Services Select Sector SPDR ETF position peaked at $3.54M in Q3 2025.
494 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.