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

Ehrlich Financial 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 Q3	$209K	Sell	1,881 -6	-0.3%	-$668	0.11%	117
2026 Q2	$202K	Sell	1,887 -389	-17%	-$44.3K	0.1%	119
2026 Q1	$252K	Sell	2,276 -1,437	-39%	-$166K	0.15%	103
2025 Q4	$437K	Sell	3,713 -76	-2%	-$8.75K	0.25%	77
2025 Q3	$449K	Sell	3,789 -24	-0.6%	-$2.67K	0.27%	70
2025 Q2	$414K	Sell	3,813 -22	-0.6%	-$2.17K	0.27%	73
2025 Q1	$370K	Buy	+3,835	New	+$383K	0.27%	72

Other funds holding XLC

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ehrlich Financial Group's XLC Position: Q3 2026 in Review

Ehrlich Financial Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.32% in Q3 2026, selling an estimated $668 and leaving 1,881 shares worth $209K. The position accounts for 0.11% of the portfolio, ranked #117.

Ehrlich Financial Group first reported a position in XLC in Q1 2025 and has held it in 7 quarters since. The position peaked at $449K in Q3 2025. 337 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Ehrlich Financial Group held 1,881 shares of State Street Communication Services Select Sector SPDR ETF worth $209K as of Q3 2026.
Ehrlich Financial Group sold 6 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $668.
State Street Communication Services Select Sector SPDR ETF made up 0.11% of Ehrlich Financial Group's portfolio in Q3 2026, its #117 holding.
Ehrlich Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and has held it in 7 quarters since.
Ehrlich Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $449K in Q3 2025.
337 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.