Krilogy Financial
XLC icon

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

Krilogy 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
Q3 		$28.1M Buy
252,435
+27,491
+12% +$3.06M 0.77% 31
2026
Q2 		$24.1M Sell
224,944
-6,784
-3% -$773K 0.71% 31
2026
Q1 		$27.5M Buy
231,728
+16,288
+8% +$1.89M 0.89% 26
2025
Q4 		$25.4M Buy
215,440
+12,515
+6% +$1.44M 0.86% 28
2025
Q3 		$23M Buy
202,925
+29,840
+17% +$3.32M 0.86% 28
2025
Q2 		$18.8M Buy
173,085
+6,922
+4% +$682K 1.08% 26
2025
Q1 		$16M Buy
166,163
+28,912
+21% +$2.89M 1.04% 26
2024
Q4 		$13.3M Buy
137,251
+1,613
+1% +$154K 0.89% 30
2024
Q3 		$12.3M Sell
135,638
-9,112
-6% -$786K 0.84% 30
2024
Q2 		$12.4M Sell
144,750
-883
-0.6% -$72.8K 0.91% 26
2024
Q1 		$11.9M Buy
145,633
+11,707
+9% +$912K 0.91% 25
2023
Q4 		$9.7M Sell
133,926
-60,688
-31% -$4.18M 0.83% 31
2023
Q3 		$12.8M Sell
194,614
-6,588
-3% -$439K 1.17% 20
2023
Q2 		$13.1M Sell
201,202
-18,950
-9% -$1.15M 1.18% 19
2023
Q1 		$12.8M Sell
220,152
-23,405
-10% -$1.27M 1.07% 18
2022
Q4 		$11.7M Buy
243,557
+91,893
+61% +$4.5M 1.11% 21
2022
Q3 		$7.26M Buy
151,664
+12,919
+9% +$711K 0.87% 25
2022
Q2 		$7.53M Buy
138,745
+2,460
+2% +$148K 0.87% 25
2022
Q1 		$9.37M Buy
136,285
+72,029
+112% +$5.08M 0.96% 24
2021
Q4 		$4.99M Buy
64,256
+11,511
+22% +$910K 0.5% 36
2021
Q3 		$4.22M Buy
52,745
+4,133
+9% +$342K 0.42% 38
2021
Q2 		$3.94M Sell
48,612
-1,338
-3% -$104K 0.39% 43
2021
Q1 		$3.66M Sell
49,950
-928
-2% -$66K 0.39% 41
2020
Q4 		$3.43M Sell
50,878
-579
-1% -$36.8K 0.41% 37
2020
Q3 		$3.06M Sell
51,457
-1,592
-3% -$94.3K 0.42% 35
2020
Q2 		$2.87M Sell
53,049
-3,190
-6% -$164K 0.44% 39
2020
Q1 		$2.49M Sell
56,239
-1,132
-2% -$58.6K 0.47% 37
2019
Q4 		$3.08M Buy
57,371
+862
+2% +$44.4K 0.51% 38
2019
Q3 		$2.8M Buy
56,509
+1,395
+3% +$69.8K 0.51% 47
2019
Q2 		$2.71M Buy
55,114
+1,220
+2% +$59.3K 0.52% 47
2019
Q1 		$2.52M Buy
53,894
+3,335
+7% +$152K 0.53% 41
2018
Q4 		$2.09M Buy
50,559
+337
+0.7% +$15.1K 0.58% 31
2018
Q3 		$2.46M Buy
+50,222
New +$2.48M 0.56% 31

Other funds holding XLC

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Krilogy Financial's XLC Position: Q3 2026 in Review

Krilogy Financial increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 12% in Q3 2026, buying an estimated $3.06M and bringing the position to 252,435 shares worth $28.1M. The position accounts for 0.77% of the portfolio, ranked #31.

Krilogy Financial first reported a position in XLC in Q3 2018 and has held it in 33 quarters since. 306 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

  • Krilogy Financial held 252,435 shares of State Street Communication Services Select Sector SPDR ETF worth $28.1M as of Q3 2026.
  • Krilogy Financial bought 27,491 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $3.06M.
  • State Street Communication Services Select Sector SPDR ETF made up 0.77% of Krilogy Financial's portfolio in Q3 2026, its #31 holding.
  • Krilogy Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 33 quarters since.
  • 306 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.