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Green Ridge Wealth Planning’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Green Ridge Wealth Planning’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
Q3 		$1.36M Sell
12,281
-546
-4% -$60.8K 0.55% 31
2026
Q2 		$1.37M Sell
12,827
-6,544
-34% -$746K 0.58% 31
2026
Q1 		$2.15M Sell
19,371
-18,563
-49% -$2.15M 1.13% 23
2025
Q4 		$4.47M Buy
+37,934
New +$4.37M 2.28% 14

Other funds holding XLC

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Green Ridge Wealth Planning's XLC Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4.3% in Q3 2026, selling an estimated $60.8K and leaving 12,281 shares worth $1.36M. The position accounts for 0.55% of the portfolio, ranked #31.

Green Ridge Wealth Planning first reported a position in XLC in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.47M in Q4 2025. 45 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

  • Green Ridge Wealth Planning held 12,281 shares of State Street Communication Services Select Sector SPDR ETF worth $1.36M as of Q3 2026.
  • Green Ridge Wealth Planning sold 546 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $60.8K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.55% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #31 holding.
  • Green Ridge Wealth Planning first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's State Street Communication Services Select Sector SPDR ETF position peaked at $4.47M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.