Grimes & Company’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Grimes & Company’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	$41.8M	Sell	390,521 -250,099	-39%	-$28.5M	0.9%	22
2026 Q1	$71M	Buy	640,620 +104,422	+19%	+$12.1M	1.97%	9
2025 Q4	$63.1M	Buy	536,198 +183,040	+52%	+$21.1M	1.51%	12
2025 Q3	$41.8M	Sell	353,158 -281,738	-44%	-$31.3M	1.03%	18
2025 Q2	$68.9M	Sell	634,896 -8,510	-1%	-$838K	1.88%	12
2025 Q1	$62.1M	Sell	643,406 -141,149	-18%	-$14.1M	1.92%	12
2024 Q4	$76M	Buy	784,555 +21,887	+3%	+$2.09M	2.19%	11
2024 Q3	$68.9M	Buy	762,668 +24,463	+3%	+$2.11M	1.87%	13
2024 Q2	$63.2M	Buy	738,205 +390,627	+112%	+$32.2M	1.89%	11
2024 Q1	$28.4M	Sell	347,578 -209,547	-38%	-$16.3M	0.87%	23
2023 Q4	$40.5M	Buy	557,125 +9,224	+2%	+$635K	1.34%	14
2023 Q3	$35.9M	Buy	547,901 +272,739	+99%	+$18.2M	1.39%	14
2023 Q2	$17.9M	Sell	275,162 -358,473	-57%	-$21.8M	0.64%	32
2023 Q1	$36.7M	Buy	633,635 +564,322	+814%	+$30.7M	1.51%	13
2022 Q4	$3.33M	Sell	69,313 -7,219	-9%	-$354K	0.14%	104
2022 Q3	$3.67M	Buy	+76,532	New	+$4.21M	0.19%	88
2022 Q2	–	Sell	-267,132	Closed	-$18.4M	–	303
2022 Q1	$18.4M	Sell	267,132 -191,167	-42%	-$13.5M	0.96%	25
2021 Q4	$35.6M	Buy	458,299 +27,439	+6%	+$2.17M	1.63%	13
2021 Q3	$34.5M	Buy	430,860 +8,989	+2%	+$744K	1.5%	16
2021 Q2	$34.2M	Buy	421,871 +38,138	+10%	+$2.97M	1.48%	16
2021 Q1	$28.1M	Buy	383,733 +29,619	+8%	+$2.11M	1.35%	17
2020 Q4	$23.9M	Buy	354,114 +154,522	+77%	+$9.83M	1.24%	20
2020 Q3	$11.9M	Sell	199,592 -75,632	-27%	-$4.48M	0.76%	33
2020 Q2	$14.9M	Buy	275,224 +222,239	+419%	+$11.4M	1.03%	24
2020 Q1	$2.34M	Sell	52,985 -354,849	-87%	-$18.4M	0.21%	86
2019 Q4	$21.9M	Buy	407,834 +41,666	+11%	+$2.15M	1.43%	17
2019 Q3	$18.1M	Buy	366,168 +23,669	+7%	+$1.18M	1.29%	16
2019 Q2	$16.9M	Buy	+342,499	New	+$16.7M	1.28%	21

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Grimes & Company's XLC Position: Q2 2026 in Review

Grimes & Company reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 39% in Q2 2026, selling an estimated $28.5M and leaving 390,521 shares worth $41.8M. The position accounts for 0.9% of the portfolio, ranked #22.

Grimes & Company first reported a position in XLC in Q2 2019 and has held it in 28 quarters since. The position peaked at $76M in Q4 2024. 494 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Grimes & Company held 390,521 shares of State Street Communication Services Select Sector SPDR ETF worth $41.8M as of Q2 2026.
Grimes & Company sold 250,099 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $28.5M.
State Street Communication Services Select Sector SPDR ETF made up 0.9% of Grimes & Company's portfolio in Q2 2026, its #22 holding.
Grimes & Company first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and has held it in 28 quarters since.
Grimes & Company's State Street Communication Services Select Sector SPDR ETF position peaked at $76M in Q4 2024.
494 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.