Colony Family Offices’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Colony Family Offices’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	$2.43M	Hold	22,650	–	–	0.53%	26
2026 Q1	$2.51M	Buy	22,650 +1,923	+9%	+$223K	0.62%	23
2025 Q4	$2.44M	Hold	20,727	–	–	0.61%	25
2025 Q3	$2.45M	Hold	20,727	–	–	0.64%	25
2025 Q2	$2.25M	Hold	20,727	–	–	0.58%	26
2025 Q1	$2M	Buy	20,727 +4,343	+27%	+$434K	0.62%	25
2024 Q4	$1.59M	Hold	16,384	–	–	0.5%	30
2024 Q3	$1.48M	Hold	16,384	–	–	0.46%	30
2024 Q2	$1.4M	Hold	16,384	–	–	0.45%	32
2024 Q1	$1.34M	Hold	16,384	–	–	0.43%	33
2023 Q4	$1.19M	Buy	+16,384	New	+$1.13M	0.41%	33

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

Colony Family Offices's XLC Position: Q2 2026 in Review

Colony Family Offices held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 22,650 shares worth $2.43M. The position accounts for 0.53% of the portfolio, ranked #26.

Colony Family Offices first reported a position in XLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.51M in Q1 2026. 1,150 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Colony Family Offices held 22,650 shares of State Street Communication Services Select Sector SPDR ETF worth $2.43M as of Q2 2026.
Colony Family Offices left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.53% of Colony Family Offices's portfolio in Q2 2026, its #26 holding.
Colony Family Offices first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Colony Family Offices's State Street Communication Services Select Sector SPDR ETF position peaked at $2.51M in Q1 2026.
1,150 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.