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

CRA Financial Services’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	$220K	Hold	2,053	–	–	0.03%	300
2026 Q1	$228K	Hold	2,053	–	–	0.03%	271
2025 Q4	$242K	Hold	2,053	–	–	0.03%	261
2025 Q3	$243K	Sell	2,053 -150	-7%	-$16.7K	0.03%	262
2025 Q2	$239K	Hold	2,203	–	–	0.04%	244
2025 Q1	$212K	Hold	2,203	–	–	0.04%	257
2024 Q4	$213K	Sell	2,203 -150	-6%	-$14.3K	0.04%	254
2024 Q3	$213K	Sell	2,353 -250	-10%	-$21.6K	0.04%	253
2024 Q2	$223K	Sell	2,603 -230	-8%	-$19K	0.05%	234
2024 Q1	$231K	Buy	2,833 +69	+2%	+$5.37K	0.05%	219
2023 Q4	$201K	Buy	+2,764	New	+$190K	0.05%	213
2022 Q2	–	Sell	-3,669	Closed	-$252K	–	223
2022 Q1	$252K	Hold	3,669	–	–	0.08%	174
2021 Q4	$285K	Buy	3,669 +55	+2%	+$4.35K	0.08%	164
2021 Q3	$290K	Hold	3,614	–	–	0.1%	151
2021 Q2	$293K	Hold	3,614	–	–	0.1%	146
2021 Q1	$265K	Sell	3,614 -20	-0.6%	-$1.42K	0.1%	143
2020 Q4	$245K	Hold	3,634	–	–	0.1%	134
2020 Q3	$216K	Buy	+3,634	New	+$215K	0.1%	130
2020 Q1	–	Sell	-3,834	Closed	-$206K	–	155
2019 Q4	$206K	Buy	+3,834	New	+$197K	0.11%	139

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

CRA Financial Services's XLC Position: Q2 2026 in Review

CRA Financial Services held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 2,053 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #300.

CRA Financial Services first reported a position in XLC in Q4 2019 and has held it in 19 quarters since. The position peaked at $293K in Q2 2021. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

CRA Financial Services held 2,053 shares of State Street Communication Services Select Sector SPDR ETF worth $220K as of Q2 2026.
CRA Financial Services 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 0.03% of CRA Financial Services's portfolio in Q2 2026, its #300 holding.
CRA Financial Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 19 quarters since.
CRA Financial Services's State Street Communication Services Select Sector SPDR ETF position peaked at $293K in Q2 2021.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.