Loudon Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Loudon Investment Management’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	$924K	Buy	8,625 +15	+0.2%	+$1.71K	0.45%	54
2026 Q1	$955K	Hold	8,610	–	–	0.51%	52
2025 Q4	$1.01M	Sell	8,610 -5,879	-41%	-$677K	0.53%	49
2025 Q3	$1.72M	Buy	14,489 +3,373	+30%	+$375K	0.9%	32
2025 Q2	$1.21M	Buy	11,116 +2,506	+29%	+$247K	0.67%	43
2025 Q1	$830K	Buy	8,610 +780	+10%	+$77.9K	0.47%	56
2024 Q4	$758K	Hold	7,830	–	–	0.43%	55
2024 Q3	$708K	Hold	7,830	–	–	0.39%	58
2024 Q2	$671K	Hold	7,830	–	–	0.39%	56
2024 Q1	$639K	Hold	7,830	–	–	0.37%	59
2023 Q4	$569K	Sell	7,830 -389	-5%	-$26.8K	0.35%	66
2023 Q3	$539K	Sell	8,219 -1,500	-15%	-$100K	0.37%	65
2023 Q2	$633K	Sell	9,719 -1,189	-11%	-$72.4K	0.42%	59
2023 Q1	$632K	Hold	10,908	–	–	0.44%	60
2022 Q4	$523K	Sell	10,908 -1,893	-15%	-$92.7K	0.38%	63
2022 Q3	$613K	Sell	12,801 -5,941	-32%	-$327K	0.49%	54
2022 Q2	$1.02M	Sell	18,742 -7,565	-29%	-$455K	0.76%	42
2022 Q1	$1.81M	Sell	26,307 -1,928	-7%	-$136K	1.19%	28
2021 Q4	$2.19M	Sell	28,235 -904	-3%	-$71.5K	1.4%	23
2021 Q3	$2.33M	Buy	29,139 +468	+2%	+$38.7K	1.66%	21
2021 Q2	$2.32M	Buy	28,671 +2,597	+10%	+$202K	1.58%	25
2021 Q1	$1.91M	Buy	26,074 +149	+0.6%	+$10.6K	1.37%	29
2020 Q4	$1.75M	Buy	25,925 +144	+0.6%	+$9.16K	1.37%	28
2020 Q3	$1.53M	Buy	25,781 +11,446	+80%	+$678K	1.29%	30
2020 Q2	$775K	Buy	+14,335	New	+$736K	0.67%	40

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

Loudon Investment Management's XLC Position: Q2 2026 in Review

Loudon Investment Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.17% in Q2 2026, buying an estimated $1.71K and bringing the position to 8,625 shares worth $924K. The position accounts for 0.45% of the portfolio, ranked #54.

Loudon Investment Management first reported a position in XLC in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.33M in Q3 2021. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Loudon Investment Management held 8,625 shares of State Street Communication Services Select Sector SPDR ETF worth $924K as of Q2 2026.
Loudon Investment Management bought 15 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $1.71K.
State Street Communication Services Select Sector SPDR ETF made up 0.45% of Loudon Investment Management's portfolio in Q2 2026, its #54 holding.
Loudon Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
Loudon Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $2.33M in Q3 2021.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.