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

Econ 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 Q3	$5.22M	Buy	+47,005	New	+$5.23M	2.18%	14
2023 Q3	–	Sell	-16,367	Closed	-$1.07M	–	110
2023 Q2	$1.07M	Buy	16,367 +252	+2%	+$15.3K	0.75%	52
2023 Q1	$934K	Buy	+16,115	New	+$875K	0.71%	57

Other funds holding XLC

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Econ Financial Services's XLC Position: Q3 2026 in Review

Econ Financial Services opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2026: 47,005 shares worth $5.22M. The stake represents 2.18% of the portfolio and ranks #14 among its holdings. This is a return to the name: Econ Financial Services previously reported a position in XLC as recently as Q2 2023.

Econ Financial Services first reported a position in XLC in Q1 2023 and has held it in 3 quarters since. 483 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Econ Financial Services held 47,005 shares of State Street Communication Services Select Sector SPDR ETF worth $5.22M as of Q3 2026.
State Street Communication Services Select Sector SPDR ETF was a new Econ Financial Services position in Q3 2026.
State Street Communication Services Select Sector SPDR ETF made up 2.18% of Econ Financial Services's portfolio in Q3 2026, its #14 holding.
Econ Financial Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and has held it in 3 quarters since.
483 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

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