Meridian Financial’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Meridian Financial’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	$225K	Hold	2,100	–	–	0.11%	139
2026 Q1	$233K	Hold	2,100	–	–	0.13%	135
2025 Q4	$247K	Hold	2,100	–	–	0.13%	125
2025 Q3	$249K	Hold	2,100	–	–	0.14%	118
2025 Q2	$228K	Hold	2,100	–	–	0.15%	112
2025 Q1	$203K	Hold	2,100	–	–	0.14%	119
2024 Q4	$203K	Buy	+2,100	New	+$200K	0.14%	116

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

Meridian Financial's XLC Position: Q2 2026 in Review

Meridian Financial held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 2,100 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #139.

Meridian Financial first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $249K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Meridian Financial held 2,100 shares of State Street Communication Services Select Sector SPDR ETF worth $225K as of Q2 2026.
Meridian Financial left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.11% of Meridian Financial's portfolio in Q2 2026, its #139 holding.
Meridian Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Meridian Financial's State Street Communication Services Select Sector SPDR ETF position peaked at $249K in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.