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

Essex 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 		$204K Sell
1,907
-5
-0.3% -$570 0.01% 798
2026
Q1 		$212K Sell
1,912
-18
-0.9% -$2.08K 0.01% 737
2025
Q4 		$227K Buy
+1,930
New +$222K 0.01% 705

Other funds holding XLC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

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

Essex Financial Services reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.26% in Q2 2026, selling an estimated $570 and leaving 1,907 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #798.

Essex Financial Services first reported a position in XLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $227K in Q4 2025. 902 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Essex Financial Services held 1,907 shares of State Street Communication Services Select Sector SPDR ETF worth $204K as of Q2 2026.
  • Essex Financial Services sold 5 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $570.
  • State Street Communication Services Select Sector SPDR ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #798 holding.
  • Essex Financial Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Essex Financial Services's State Street Communication Services Select Sector SPDR ETF position peaked at $227K in Q4 2025.
  • 902 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.