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Mendel Capital Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Mendel Capital 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 		$1.87M Sell
17,430
-117
-0.7% -$13.3K 0.84% 27
2026
Q1 		$1.95M Buy
+17,547
New +$2.03M 0.98% 23
2025
Q3 		$2.03M Buy
17,184
+453
+3% +$50.4K 1.07% 20
2025
Q2 		$1.82M Buy
16,731
+69
+0.4% +$6.8K 1.04% 22
2025
Q1 		$1.61M Buy
16,662
+795
+5% +$79.4K 0.97% 21
2024
Q4 		$1.54M Buy
15,867
+2,453
+18% +$234K 0.93% 22
2024
Q3 		$1.21M Buy
13,414
+2,146
+19% +$185K 0.74% 36
2024
Q2 		$965K Buy
11,268
+1,322
+13% +$109K 0.62% 40
2024
Q1 		$812K Buy
9,946
+650
+7% +$50.6K 0.54% 46
2023
Q4 		$675K Buy
9,296
+2,033
+28% +$140K 0.49% 47
2023
Q3 		$476K Buy
7,263
+3,527
+94% +$235K 0.39% 55
2023
Q2 		$243K Buy
+3,736
New +$228K 0.19% 79

Other funds holding XLC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
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

Mendel Capital Management's XLC Position: Q2 2026 in Review

Mendel Capital Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.67% in Q2 2026, selling an estimated $13.3K and leaving 17,430 shares worth $1.87M. The position accounts for 0.84% of the portfolio, ranked #27.

Mendel Capital Management first reported a position in XLC in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.03M in Q3 2025. 524 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Mendel Capital Management held 17,430 shares of State Street Communication Services Select Sector SPDR ETF worth $1.87M as of Q2 2026.
  • Mendel Capital Management sold 117 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $13.3K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.84% of Mendel Capital Management's portfolio in Q2 2026, its #27 holding.
  • Mendel Capital Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
  • Mendel Capital Management's State Street Communication Services Select Sector SPDR ETF position peaked at $2.03M in Q3 2025.
  • 524 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.