Matthew Hamilton Rosenberg’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Matthew Hamilton Rosenberg’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	$214K	Hold	1,930	–	–	0.04%	217
2026 Q2	$207K	Hold	1,930	–	–	0.04%	222
2026 Q1	$214K	Hold	1,930	–	–	0.04%	199
2025 Q4	$227K	Hold	1,930	–	–	0.05%	188
2025 Q3	$228K	Hold	1,930	–	–	0.05%	187
2025 Q2	$209K	Hold	1,930	–	–	0.05%	199
2025 Q1	$186K	Hold	1,930	–	–	0.05%	197
2024 Q4	$187K	Hold	1,930	–	–	0.05%	195
2024 Q3	$174K	Hold	1,930	–	–	0.05%	209
2024 Q2	$165K	Hold	1,930	–	–	0.05%	202
2024 Q1	$159K	Sell	1,930 -57	-3%	-$4.44K	0.05%	225
2023 Q4	$144K	Sell	1,987 -196	-9%	-$13.5K	0.04%	231
2023 Q3	$143K	Hold	2,183	–	–	0.05%	227
2023 Q2	$142K	Hold	2,183	–	–	0.05%	226
2023 Q1	$127K	Hold	2,183	–	–	0.04%	269
2022 Q4	$105K	Hold	2,183	–	–	0.04%	296
2022 Q3	$105K	Buy	2,183 +57	+3%	+$3.14K	0.04%	278
2022 Q2	$117K	Sell	2,126 -311	-13%	-$18.7K	0.04%	270
2022 Q1	$168K	Buy	2,437 +311	+15%	+$21.9K	0.06%	217
2021 Q4	$165K	Hold	2,126	–	–	0.06%	219
2021 Q3	$170K	Hold	2,126	–	–	0.07%	189
2021 Q2	$172K	Hold	2,126	–	–	0.09%	161
2021 Q1	$156K	Hold	2,126	–	–	0.09%	164
2020 Q4	$143K	Hold	2,126	–	–	0.09%	162
2020 Q3	$126K	Hold	2,126	–	–	0.09%	153
2020 Q2	$115K	Hold	2,126	–	–	0.09%	158
2020 Q1	$95K	Buy	+2,126	New	+$110K	0.09%	136

Other funds holding XLC

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Matthew Hamilton Rosenberg's XLC Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q3 2026 at 1,930 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #217.

Matthew Hamilton Rosenberg first reported a position in XLC in Q1 2020 and has held it in 27 quarters since. The position peaked at $228K in Q3 2025. 45 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Matthew Hamilton Rosenberg held 1,930 shares of State Street Communication Services Select Sector SPDR ETF worth $214K as of Q3 2026.
Matthew Hamilton Rosenberg left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #217 holding.
Matthew Hamilton Rosenberg first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2020 and has held it in 27 quarters since.
Matthew Hamilton Rosenberg's State Street Communication Services Select Sector SPDR ETF position peaked at $228K in Q3 2025.
45 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.