Global Financial Private Client’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Global Financial Private Client’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	$1.59M	Buy	14,809 +576	+4%	+$65.6K	0.43%	66
2026 Q1	$1.58M	Buy	14,233 +910	+7%	+$105K	0.52%	54
2025 Q4	$1.57M	Sell	13,323 -186	-1%	-$21.4K	0.55%	52
2025 Q3	$1.6M	Buy	13,509 +641	+5%	+$71.3K	0.57%	48
2025 Q2	$1.4M	Buy	12,868 +1,397	+12%	+$138K	0.52%	50
2025 Q1	$1.11M	Buy	11,471 +192	+2%	+$19.2K	0.42%	62
2024 Q4	$1.09M	Buy	11,279 +2,425	+27%	+$231K	0.41%	66
2024 Q3	$800K	Buy	8,854 +17	+0.2%	+$1.47K	0.31%	88
2024 Q2	$757K	Buy	8,837 +336	+4%	+$27.7K	0.32%	90
2024 Q1	$700K	Buy	8,501 +542	+7%	+$42.2K	0.3%	92
2023 Q4	$578K	Buy	7,959 +1,989	+33%	+$137K	0.27%	99
2023 Q3	$394K	Hold	5,970	–	–	0.2%	117
2023 Q2	$390K	Buy	5,970 +1,615	+37%	+$98.4K	0.19%	120
2023 Q1	$254K	Sell	4,355 -124	-3%	-$6.74K	0.13%	137
2022 Q4	$215K	Buy	4,479 +139	+3%	+$6.81K	0.12%	136
2022 Q3	$214K	Sell	4,340 -1,776	-29%	-$97.7K	0.12%	138
2022 Q2	$335K	Sell	6,116 -129	-2%	-$7.77K	0.19%	107
2022 Q1	$433K	Buy	6,245 +272	+5%	+$19.2K	0.21%	102
2021 Q4	$464K	Sell	5,973 -5,460	-48%	-$432K	0.22%	93
2021 Q3	$931K	Buy	11,433 +655	+6%	+$54.2K	0.48%	52
2021 Q2	$879K	Buy	10,778 +3,383	+46%	+$263K	0.49%	51
2021 Q1	$552K	Buy	7,395 +337	+5%	+$24K	0.4%	63
2020 Q4	$476K	Buy	7,058 +487	+7%	+$31K	0.38%	61
2020 Q3	$396K	Buy	6,571 +81	+1%	+$4.8K	0.34%	63
2020 Q2	$359K	Buy	6,490 +1,317	+25%	+$67.6K	0.31%	70
2020 Q1	$220K	Buy	5,173 +991	+24%	+$51.3K	0.23%	93
2019 Q4	$224K	Buy	+4,182	New	+$215K	0.19%	105

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

Global Financial Private Client's XLC Position: Q2 2026 in Review

Global Financial Private Client increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4% in Q2 2026, buying an estimated $65.6K and bringing the position to 14,809 shares worth $1.59M. The position accounts for 0.43% of the portfolio, ranked #66.

Global Financial Private Client first reported a position in XLC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.6M in Q3 2025. 524 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Global Financial Private Client held 14,809 shares of State Street Communication Services Select Sector SPDR ETF worth $1.59M as of Q2 2026.
Global Financial Private Client bought 576 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $65.6K.
State Street Communication Services Select Sector SPDR ETF made up 0.43% of Global Financial Private Client's portfolio in Q2 2026, its #66 holding.
Global Financial Private Client first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Global Financial Private Client's State Street Communication Services Select Sector SPDR ETF position peaked at $1.6M in Q3 2025.
524 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.