J.M. Forbes & Co’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

J.M. Forbes & Co’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	$6.81M	Hold	63,576	–	–	0.54%	52
2026 Q1	$7.05M	Hold	63,576	–	–	0.6%	50
2025 Q4	$7.48M	Hold	63,576	–	–	0.61%	49
2025 Q3	$7.53M	Hold	63,576	–	–	0.63%	52
2025 Q2	$6.9M	Hold	63,576	–	–	0.63%	49
2025 Q1	$6.13M	Sell	63,576 -972	-2%	-$97.1K	0.59%	53
2024 Q4	$6.25M	Hold	64,548	–	–	0.6%	50
2024 Q3	$5.84M	Hold	64,548	–	–	0.57%	53
2024 Q2	$5.53M	Sell	64,548 -391	-0.6%	-$32.2K	0.57%	53
2024 Q1	$5.3M	Hold	64,939	–	–	0.57%	52
2023 Q4	$4.72M	Sell	64,939 -726	-1%	-$50K	0.55%	51
2023 Q3	$4.31M	Sell	65,665 -3,008	-4%	-$201K	0.56%	54
2023 Q2	$4.47M	Buy	+68,673	New	+$4.18M	0.56%	53

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

J.M. Forbes & Co's XLC Position: Q2 2026 in Review

J.M. Forbes & Co held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 63,576 shares worth $6.81M. The position accounts for 0.54% of the portfolio, ranked #52.

J.M. Forbes & Co first reported a position in XLC in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.53M in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

J.M. Forbes & Co held 63,576 shares of State Street Communication Services Select Sector SPDR ETF worth $6.81M as of Q2 2026.
J.M. Forbes & Co left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.54% of J.M. Forbes & Co's portfolio in Q2 2026, its #52 holding.
J.M. Forbes & Co first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
J.M. Forbes & Co's State Street Communication Services Select Sector SPDR ETF position peaked at $7.53M in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.