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

Ethos 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	$563K	Buy	5,139 +1,663	+48%	+$190K	0.04%	333
2026 Q1	$385K	Sell	3,476 -3,439	-50%	-$398K	0.03%	356
2025 Q4	$814K	Sell	6,915 -15,304	-69%	-$1.76M	0.06%	227
2025 Q3	$2.63M	Sell	22,219 -130	-0.6%	-$14.5K	0.21%	104
2025 Q2	$2.43M	Buy	+22,349	New	+$2.2M	0.21%	109

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

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

Ethos Financial Group increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 48% in Q2 2026, buying an estimated $190K and bringing the position to 5,139 shares worth $563K. The position accounts for 0.04% of the portfolio, ranked #333.

Ethos Financial Group first reported a position in XLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.63M in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Ethos Financial Group held 5,139 shares of State Street Communication Services Select Sector SPDR ETF worth $563K as of Q2 2026.
Ethos Financial Group bought 1,663 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $190K.
State Street Communication Services Select Sector SPDR ETF made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #333 holding.
Ethos Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Ethos Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $2.63M in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.