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

JSF Financial’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	$1.46M	Buy	13,623 +4,013	+42%	+$457K	0.23%	57
2026 Q1	$1.07M	Buy	+9,610	New	+$1.11M	0.21%	68
2025 Q2	–	Sell	-10,502	Closed	-$1.01M	–	137
2025 Q1	$1.01M	Buy	+10,502	New	+$1.05M	0.27%	53
2024 Q4	–	Sell	-10,340	Closed	-$935K	–	137
2024 Q3	$935K	Buy	+10,340	New	+$891K	0.27%	53
2024 Q1	–	Sell	-21,254	Closed	-$1.54M	–	118
2023 Q4	$1.54M	Buy	21,254 +4,382	+26%	+$302K	0.54%	31
2023 Q3	$1.11M	Sell	16,872 -57	-0.3%	-$3.8K	0.43%	31
2023 Q2	$1.1M	Buy	+16,929	New	+$1.03M	0.39%	33
2022 Q3	–	Sell	-9,044	Closed	-$491K	–	119
2022 Q2	$491K	Buy	9,044 +2,351	+35%	+$142K	0.22%	65
2022 Q1	$460K	Buy	6,693 +2,416	+56%	+$170K	0.2%	68
2021 Q4	$332K	Buy	+4,277	New	+$338K	0.16%	74

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

JSF Financial's XLC Position: Q2 2026 in Review

JSF Financial increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 42% in Q2 2026, buying an estimated $457K and bringing the position to 13,623 shares worth $1.46M. The position accounts for 0.23% of the portfolio, ranked #57.

JSF Financial first reported a position in XLC in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.54M in Q4 2023. 524 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

JSF Financial held 13,623 shares of State Street Communication Services Select Sector SPDR ETF worth $1.46M as of Q2 2026.
JSF Financial bought 4,013 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $457K.
State Street Communication Services Select Sector SPDR ETF made up 0.23% of JSF Financial's portfolio in Q2 2026, its #57 holding.
JSF Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
JSF Financial's State Street Communication Services Select Sector SPDR ETF position peaked at $1.54M in Q4 2023.
524 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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