McCollum Christoferson Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

McCollum Christoferson Group’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	$9.44M	Sell	104,120 -3,590	-3%	-$409K	2.77%	14
2026 Q1	$10.2M	Buy	107,710 +60,770	+129%	+$7.04M	3.06%	11
2025 Q4	$5.53M	Buy	46,940 +1,665	+4%	+$192K	1.6%	26
2025 Q3	$5.36M	Buy	45,275 +495	+1%	+$55K	1.54%	28
2025 Q2	$4.86M	Buy	44,780 +1,185	+3%	+$117K	1.45%	30
2025 Q1	$4.2M	Buy	43,595 +2,415	+6%	+$241K	1.28%	32
2024 Q4	$3.99M	Buy	41,180 +3,265	+9%	+$311K	1.18%	31
2024 Q3	$3.43M	Buy	37,915 +2,805	+8%	+$242K	0.99%	35
2024 Q2	$3.01M	Buy	+35,110	New	+$2.89M	0.89%	38

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

McCollum Christoferson Group's XLC Position: Q2 2026 in Review

McCollum Christoferson Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.3% in Q2 2026, selling an estimated $409K and leaving 104,120 shares worth $9.44M. The position accounts for 2.77% of the portfolio, ranked #14.

McCollum Christoferson Group first reported a position in XLC in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.2M in Q1 2026. 524 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

McCollum Christoferson Group held 104,120 shares of State Street Communication Services Select Sector SPDR ETF worth $9.44M as of Q2 2026.
McCollum Christoferson Group sold 3,590 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $409K.
State Street Communication Services Select Sector SPDR ETF made up 2.77% of McCollum Christoferson Group's portfolio in Q2 2026, its #14 holding.
McCollum Christoferson Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
McCollum Christoferson Group's State Street Communication Services Select Sector SPDR ETF position peaked at $10.2M in Q1 2026.
524 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.