First United Bank & Trust’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

First United Bank & Trust’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	$476K	Sell	4,444 -16	-0.4%	-$1.82K	0.14%	110
2026 Q1	$494K	Sell	4,460 -1,235	-22%	-$143K	0.16%	102
2025 Q4	$670K	Sell	5,695 -215	-4%	-$24.7K	0.21%	93
2025 Q3	$700K	Buy	5,910 +25	+0.4%	+$2.78K	0.23%	89
2025 Q2	$639K	Sell	5,885 -465	-7%	-$45.8K	0.22%	85
2025 Q1	$612K	Sell	6,350 -360	-5%	-$36K	0.23%	85
2024 Q4	$650K	Sell	6,710 -350	-5%	-$33.4K	0.24%	85
2024 Q3	$638K	Sell	7,060 -825	-10%	-$71.1K	0.23%	86
2024 Q2	$675K	Sell	7,885 -375	-5%	-$30.9K	0.25%	83
2024 Q1	$675K	Sell	8,260 -1,115	-12%	-$86.8K	0.25%	86
2023 Q4	$681K	Sell	9,375 -235	-2%	-$16.2K	0.27%	82
2023 Q3	$630K	Buy	9,610 +380	+4%	+$25.3K	0.29%	82
2023 Q2	$601K	Sell	9,230 -1,220	-12%	-$74.3K	0.27%	87
2023 Q1	$606K	Sell	10,450 -1,915	-15%	-$104K	0.28%	85
2022 Q4	$593K	Sell	12,365 -1,205	-9%	-$59K	0.29%	82
2022 Q3	$650K	Sell	13,570 -1,300	-9%	-$71.5K	0.33%	78
2022 Q2	$807K	Sell	14,870 -1,440	-9%	-$86.7K	0.37%	74
2022 Q1	$1.12M	Sell	16,310 -330	-2%	-$23.3K	0.44%	61
2021 Q4	$1.29M	Buy	16,640 +825	+5%	+$65.2K	0.48%	63
2021 Q3	$1.27M	Sell	15,815 -685	-4%	-$56.7K	0.52%	60
2021 Q2	$1.34M	Sell	16,500 -2,190	-12%	-$171K	0.56%	54
2021 Q1	$1.37M	Sell	18,690 -4,531	-20%	-$322K	0.59%	55
2020 Q4	$1.57M	Sell	23,221 -5,184	-18%	-$330K	0.76%	45
2020 Q3	$1.69M	Sell	28,405 -1,655	-6%	-$98K	0.94%	37
2020 Q2	$1.62M	Sell	30,060 -1,040	-3%	-$53.4K	0.96%	36
2020 Q1	$1.38M	Buy	31,100 +806	+3%	+$41.7K	0.98%	36
2019 Q4	$1.63M	Buy	30,294 +1,450	+5%	+$74.7K	0.94%	40
2019 Q3	$1.43M	Buy	28,844 +1,585	+6%	+$79.4K	0.9%	41
2019 Q2	$1.34M	Buy	27,259 +2,784	+11%	+$135K	0.79%	50
2019 Q1	$1.15M	Buy	24,475 +8,300	+51%	+$378K	0.71%	55
2018 Q4	$668K	Buy	+16,175	New	+$725K	0.47%	69

Other funds holding XLC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

AWM

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

First United Bank & Trust's XLC Position: Q2 2026 in Review

First United Bank & Trust reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.36% in Q2 2026, selling an estimated $1.82K and leaving 4,444 shares worth $476K. The position accounts for 0.14% of the portfolio, ranked #110.

First United Bank & Trust first reported a position in XLC in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.69M in Q3 2020. 524 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

First United Bank & Trust held 4,444 shares of State Street Communication Services Select Sector SPDR ETF worth $476K as of Q2 2026.
First United Bank & Trust sold 16 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $1.82K.
State Street Communication Services Select Sector SPDR ETF made up 0.14% of First United Bank & Trust's portfolio in Q2 2026, its #110 holding.
First United Bank & Trust first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
First United Bank & Trust's State Street Communication Services Select Sector SPDR ETF position peaked at $1.69M in Q3 2020.
524 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.