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 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

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

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Ehrlich Financial Group's XLC Position: Q2 2026 in Review

Ehrlich Financial Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 17% in Q2 2026, selling an estimated $44.3K and leaving 1,887 shares worth $202K. The position accounts for 0.1% of the portfolio, ranked #119.

Ehrlich Financial Group first reported a position in XLC in Q1 2025 and has held it in 6 quarters since. The position peaked at $449K in Q3 2025. 354 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Ehrlich Financial Group held 1,887 shares of State Street Communication Services Select Sector SPDR ETF worth $202K as of Q2 2026.
Ehrlich Financial Group sold 389 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $44.3K.
State Street Communication Services Select Sector SPDR ETF made up 0.1% of Ehrlich Financial Group's portfolio in Q2 2026, its #119 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 6 quarters since.
Ehrlich Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $449K in Q3 2025.
354 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.