Client First Capital’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Client First Capital’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	$6.46M	Sell	60,325 -6	-0%	-$684	2.57%	11
2026 Q1	$6.69M	Sell	60,331 -26,475	-30%	-$3.06M	2.9%	8
2025 Q4	$10.2M	Buy	86,806 +2,900	+3%	+$334K	4.31%	7
2025 Q3	$9.93M	Sell	83,906 -6,262	-7%	-$696K	4.42%	7
2025 Q2	$9.79M	Buy	90,168 +1,073	+1%	+$106K	4.58%	7
2025 Q1	$8.59M	Sell	89,095 -4,259	-5%	-$425K	4.4%	7
2024 Q4	$9.04M	Buy	93,354 +6,814	+8%	+$650K	4.65%	7
2024 Q3	$7.82M	Sell	86,540 -45,887	-35%	-$3.96M	4.32%	8
2024 Q2	$11.3M	Buy	132,427 +14,402	+12%	+$1.19M	6.83%	7
2024 Q1	$9.64M	Buy	118,025 +93,464	+381%	+$7.28M	6.75%	6
2023 Q4	$1.78M	Buy	+24,561	New	+$1.69M	1.3%	14

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

Client First Capital's XLC Position: Q2 2026 in Review

Client First Capital reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.01% in Q2 2026, selling an estimated $684 and leaving 60,325 shares worth $6.46M. The position accounts for 2.57% of the portfolio, ranked #11.

Client First Capital first reported a position in XLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3M in Q2 2024. 524 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Client First Capital held 60,325 shares of State Street Communication Services Select Sector SPDR ETF worth $6.46M as of Q2 2026.
Client First Capital sold 6 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $684.
State Street Communication Services Select Sector SPDR ETF made up 2.57% of Client First Capital's portfolio in Q2 2026, its #11 holding.
Client First Capital first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Client First Capital's State Street Communication Services Select Sector SPDR ETF position peaked at $11.3M in Q2 2024.
524 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Client First Capital's 13F filing for Q2 2026, filed 13 Jul 2026.