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

Lowe Brockenbrough & 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 Q1	$3.86M	Sell	34,795 -404	-1%	-$46.8K	0.19%	94
2025 Q4	$4.14M	Sell	35,199 -1,140	-3%	-$131K	0.2%	95
2025 Q3	$4.3M	Sell	36,339 -88	-0.2%	-$9.78K	0.22%	89
2025 Q2	$3.95M	Sell	36,427 -1,182	-3%	-$116K	0.22%	95
2025 Q1	$3.63M	Sell	37,609 -306	-0.8%	-$30.6K	0.24%	96
2024 Q4	$3.67M	Sell	37,915 -55	-0.1%	-$5.24K	0.24%	93
2024 Q3	$3.43M	Sell	37,970 -928	-2%	-$80K	0.22%	99
2024 Q2	$3.33M	Sell	38,898 -2,430	-6%	-$200K	0.22%	99
2024 Q1	$3.37M	Sell	41,328 -2,222	-5%	-$173K	0.23%	100
2023 Q4	$3.16M	Sell	43,550 -1,190	-3%	-$81.9K	0.25%	100
2023 Q3	$2.93M	Sell	44,740 -2,865	-6%	-$191K	0.23%	104
2023 Q2	$3.1M	Sell	47,605 -1,839	-4%	-$112K	0.23%	98
2023 Q1	$2.87M	Sell	49,444 -19,686	-28%	-$1.07M	0.23%	103
2022 Q4	$3.32M	Buy	69,130 +49,445	+251%	+$2.42M	0.29%	86
2022 Q3	$943K	Sell	19,685 -12,055	-38%	-$663K	0.09%	171
2022 Q2	$1.72M	Buy	31,740 +27,140	+590%	+$1.63M	0.15%	136
2022 Q1	$316K	Sell	4,600 -26,907	-85%	-$1.9M	0.02%	233
2021 Q4	$2.45M	Buy	31,507 +175	+0.6%	+$13.8K	0.18%	111
2021 Q3	$2.51M	Sell	31,332 -120	-0.4%	-$9.93K	0.2%	114
2021 Q2	$2.55M	Buy	31,452 +1,890	+6%	+$147K	0.23%	97
2021 Q1	$2.17M	Buy	29,562 +2,222	+8%	+$158K	0.21%	107
2020 Q4	$1.84M	Buy	27,340 +1,515	+6%	+$96.4K	0.2%	111
2020 Q3	$1.53M	Sell	25,825 -550	-2%	-$32.6K	0.19%	114
2020 Q2	$1.43M	Sell	26,375 -365	-1%	-$18.7K	0.19%	115
2020 Q1	$1.18M	Sell	26,740 -24,700	-48%	-$1.28M	0.19%	113
2019 Q4	$2.76M	Buy	51,440 +970	+2%	+$50K	0.34%	85
2019 Q3	$2.5M	Buy	50,470 +455	+0.9%	+$22.8K	0.34%	85
2019 Q2	$2.46M	Buy	50,015 +665	+1%	+$32.3K	0.34%	85
2019 Q1	$2.31M	Buy	+49,350	New	+$2.25M	0.32%	89

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lowe Brockenbrough & Co's XLC Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.1% in Q1 2026, selling an estimated $46.8K and leaving 34,795 shares worth $3.86M. The position accounts for 0.19% of the portfolio, ranked #94.

Lowe Brockenbrough & Co first reported a position in XLC in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.3M in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Lowe Brockenbrough & Co held 34,795 shares of State Street Communication Services Select Sector SPDR ETF worth $3.86M as of Q1 2026.
Lowe Brockenbrough & Co sold 404 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $46.8K.
State Street Communication Services Select Sector SPDR ETF made up 0.19% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #94 holding.
Lowe Brockenbrough & Co first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
Lowe Brockenbrough & Co's State Street Communication Services Select Sector SPDR ETF position peaked at $4.3M in Q3 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.