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

Independent 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 		$6.1M Sell
56,939
-21,881
-28% -$2.49M 0.11% 177
2026
Q1 		$8.74M Sell
78,820
-11,823
-13% -$1.37M 0.2% 107
2025
Q4 		$10.7M Buy
90,643
+33,948
+60% +$3.91M 0.24% 73
2025
Q3 		$6.71M Buy
56,695
+13,003
+30% +$1.45M 0.16% 120
2025
Q2 		$4.74M Sell
43,692
-4,787
-10% -$472K 0.13% 148
2025
Q1 		$4.68M Buy
48,479
+5,812
+14% +$580K 0.16% 127
2024
Q4 		$4.13M Buy
42,667
+4,096
+11% +$391K 0.14% 134
2024
Q3 		$3.49M Sell
38,571
-12,680
-25% -$1.09M 0.13% 153
2024
Q2 		$4.39M Buy
51,251
+5,957
+13% +$491K 0.18% 114
2024
Q1 		$3.7M Buy
45,294
+16,883
+59% +$1.31M 0.17% 124
2023
Q4 		$2.06M Buy
28,411
+7,701
+37% +$530K 0.11% 204
2023
Q3 		$1.36M Buy
20,710
+7,901
+62% +$527K 0.09% 249
2023
Q2 		$834K Buy
12,809
+3,574
+39% +$218K 0.06% 354
2023
Q1 		$535K Buy
+9,235
New +$502K 0.04% 439
2022
Q2 		– Sell
-3,581
Closed -$246K – 826
2022
Q1 		$246K Sell
3,581
-253
-7% -$17.8K 0.02% 676
2021
Q4 		$298K Buy
3,834
+1,002
+35% +$79.2K 0.02% 595
2021
Q3 		$227K Sell
2,832
-391
-12% -$32.4K 0.02% 629
2021
Q2 		$261K Buy
3,223
+76
+2% +$5.92K 0.03% 575
2021
Q1 		$231K Buy
+3,147
New +$224K 0.03% 545

Other funds holding XLC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Independent Financial Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 28% in Q2 2026, selling an estimated $2.49M and leaving 56,939 shares worth $6.1M. The position accounts for 0.11% of the portfolio, ranked #177.

Independent Financial Group first reported a position in XLC in Q1 2021 and has held it in 19 quarters since. The position peaked at $10.7M in Q4 2025. 1,106 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Independent Financial Group held 56,939 shares of State Street Communication Services Select Sector SPDR ETF worth $6.1M as of Q2 2026.
  • Independent Financial Group sold 21,881 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $2.49M.
  • State Street Communication Services Select Sector SPDR ETF made up 0.11% of Independent Financial Group's portfolio in Q2 2026, its #177 holding.
  • Independent Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 19 quarters since.
  • Independent Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $10.7M in Q4 2025.
  • 1,106 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.