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

Greystone 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 		$391K Sell
3,653
-45
-1% -$5.13K 0.11% 65
2026
Q1 		$410K Sell
3,698
-1,770
-32% -$205K 0.12% 64
2025
Q4 		$644K Buy
5,468
+134
+3% +$15.4K 0.1% 81
2025
Q3 		$631K Sell
5,334
-716
-12% -$79.6K 0.1% 85
2025
Q2 		$657K Buy
6,050
+20
+0.3% +$1.97K 0.11% 74
2025
Q1 		$582K Sell
6,030
-112
-2% -$11.2K 0.11% 82
2024
Q4 		$595K Sell
6,142
-218
-3% -$20.8K 0.1% 81
2024
Q3 		$575K Buy
6,360
+7
+0.1% +$604 0.1% 83
2024
Q2 		$544K Sell
6,353
-88
-1% -$7.25K 0.11% 84
2024
Q1 		$526K Buy
+6,441
New +$502K 0.11% 80

Other funds holding XLC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
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

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

Greystone Financial Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.2% in Q2 2026, selling an estimated $5.13K and leaving 3,653 shares worth $391K. The position accounts for 0.11% of the portfolio, ranked #65.

Greystone Financial Group first reported a position in XLC in Q1 2024 and has held it in 10 quarters since. The position peaked at $657K in Q2 2025. 540 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Greystone Financial Group held 3,653 shares of State Street Communication Services Select Sector SPDR ETF worth $391K as of Q2 2026.
  • Greystone Financial Group sold 45 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $5.13K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.11% of Greystone Financial Group's portfolio in Q2 2026, its #65 holding.
  • Greystone Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • Greystone Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $657K in Q2 2025.
  • 540 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.