Joel Isaacson & Co
XLC icon

Joel Isaacson & Co’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Joel Isaacson & 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
Q3 		$2.78M Sell
25,027
-2,084
-8% -$232K 0.08% 115
2026
Q2 		$2.9M Buy
27,111
+66
+0.2% +$7.52K 0.08% 109
2026
Q1 		$3M Buy
27,045
+1,516
+6% +$176K 0.1% 97
2025
Q4 		$3.01M Buy
25,529
+647
+3% +$74.5K 0.1% 95
2025
Q3 		$2.95M Buy
24,882
+430
+2% +$47.8K 0.11% 93
2025
Q2 		$2.65M Sell
24,452
-173
-0.7% -$17K 0.11% 89
2025
Q1 		$2.38M Buy
24,625
+1,173
+5% +$117K 0.11% 93
2024
Q4 		$2.27M Buy
23,452
+554
+2% +$52.8K 0.1% 94
2024
Q3 		$2.07M Buy
22,898
+208
+0.9% +$17.9K 0.1% 96
2024
Q2 		$1.94M Buy
22,690
+55
+0.2% +$4.53K 0.1% 94
2024
Q1 		$1.85M Buy
22,635
+54
+0.2% +$4.21K 0.1% 93
2023
Q4 		$1.64M Buy
22,581
+48
+0.2% +$3.3K 0.1% 92
2023
Q3 		$1.48M Buy
22,533
+402
+2% +$26.8K 0.1% 91
2023
Q2 		$1.44M Buy
22,131
+1,533
+7% +$93.4K 0.1% 95
2023
Q1 		$1.19M Sell
20,598
-483
-2% -$26.2K 0.09% 101
2022
Q4 		$1.01M Sell
21,081
-1,702
-7% -$83.4K 0.08% 113
2022
Q3 		$1.09M Sell
22,783
-1,481
-6% -$81.5K 0.09% 93
2022
Q2 		$1.32M Sell
24,264
-2,728
-10% -$164K 0.11% 82
2022
Q1 		$1.79M Buy
26,992
+808
+3% +$56.9K 0.13% 75
2021
Q4 		$2.03M Buy
26,184
+295
+1% +$23.3K 0.14% 75
2021
Q3 		$2.07M Buy
25,889
+837
+3% +$69.3K 0.16% 64
2021
Q2 		$2.03M Buy
25,052
+37
+0.1% +$2.88K 0.16% 62
2021
Q1 		$1.83M Buy
25,015
+164
+0.7% +$11.7K 0.16% 59
2020
Q4 		$1.68M Buy
24,851
+4,034
+19% +$257K 0.16% 57
2020
Q3 		$1.24M Buy
20,817
+36
+0.2% +$2.13K 0.16% 73
2020
Q2 		$1.12M Buy
+20,781
New +$1.07M 0.16% 71

Other funds holding XLC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Joel Isaacson & Co's XLC Position: Q3 2026 in Review

Joel Isaacson & Co reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 7.7% in Q3 2026, selling an estimated $232K and leaving 25,027 shares worth $2.78M. The position accounts for 0.08% of the portfolio, ranked #115.

Joel Isaacson & Co first reported a position in XLC in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.01M in Q4 2025. 667 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

  • Joel Isaacson & Co held 25,027 shares of State Street Communication Services Select Sector SPDR ETF worth $2.78M as of Q3 2026.
  • Joel Isaacson & Co sold 2,084 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $232K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.08% of Joel Isaacson & Co's portfolio in Q3 2026, its #115 holding.
  • Joel Isaacson & Co first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 26 quarters since.
  • Joel Isaacson & Co's State Street Communication Services Select Sector SPDR ETF position peaked at $3.01M in Q4 2025.
  • 667 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Joel Isaacson & Co's 13F filing for Q3 2026, filed 5 Nov 2026.