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

Fiduciary 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	$3.56M	Buy	33,249 +881	+3%	+$100K	0.28%	79
2026 Q1	$3.59M	Buy	32,368 +1,077	+3%	+$125K	0.31%	77
2025 Q4	$3.68M	Buy	31,291 +5,354	+21%	+$616K	0.31%	76
2025 Q3	$3.07M	Buy	25,937 +1,838	+8%	+$204K	0.27%	86
2025 Q2	$2.62M	Buy	24,099 +732	+3%	+$72.1K	0.25%	89
2025 Q1	$2.25M	Buy	23,367 +2,670	+13%	+$267K	0.23%	95
2024 Q4	$2M	Buy	20,697 +3,693	+22%	+$352K	0.2%	100
2024 Q3	$1.54M	Buy	17,004 +2,627	+18%	+$226K	0.16%	113
2024 Q2	$1.23M	Buy	14,377 +1,186	+9%	+$97.7K	0.13%	123
2024 Q1	$1.08M	Buy	13,191 +830	+7%	+$64.6K	0.12%	128
2023 Q4	$898K	Buy	+12,361	New	+$851K	0.11%	131

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

Fiduciary Group's XLC Position: Q2 2026 in Review

Fiduciary Group increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.7% in Q2 2026, buying an estimated $100K and bringing the position to 33,249 shares worth $3.56M. The position accounts for 0.28% of the portfolio, ranked #79.

Fiduciary Group first reported a position in XLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.68M in Q4 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Fiduciary Group held 33,249 shares of State Street Communication Services Select Sector SPDR ETF worth $3.56M as of Q2 2026.
Fiduciary Group bought 881 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $100K.
State Street Communication Services Select Sector SPDR ETF made up 0.28% of Fiduciary Group's portfolio in Q2 2026, its #79 holding.
Fiduciary Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Fiduciary Group's State Street Communication Services Select Sector SPDR ETF position peaked at $3.68M in Q4 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.