MFG
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Merit Financial Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Merit Financial 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 		$6.24M Sell
58,262
-19,335
-25% -$2.2M 0.04% 374
2026
Q1 		$8.6M Buy
77,597
+16,470
+27% +$1.91M 0.06% 259
2025
Q4 		$7.2M Buy
61,127
+2,652
+5% +$305K 0.06% 257
2025
Q3 		$6.92M Sell
58,475
-21,518
-27% -$2.39M 0.06% 234
2025
Q2 		$8.68M Sell
79,993
-10,251
-11% -$1.01M 0.1% 165
2025
Q1 		$8.7M Sell
90,244
-32,067
-26% -$3.2M 0.13% 129
2024
Q4 		$11.8M Buy
122,311
+6,153
+5% +$587K 0.21% 85
2024
Q3 		$10.5M Buy
116,158
+740
+0.6% +$63.8K 0.23% 72
2024
Q2 		$9.89M Buy
115,418
+359
+0.3% +$29.6K 0.22% 77
2024
Q1 		$9.23M Buy
115,059
+56,236
+96% +$4.38M 0.22% 80
2023
Q4 		$4.27M Buy
58,823
+1,408
+2% +$96.9K 0.13% 110
2023
Q3 		$3.76M Buy
57,415
+511
+0.9% +$34.1K 0.12% 130
2023
Q2 		$3.7M Buy
56,904
+18,807
+49% +$1.15M 0.12% 128
2023
Q1 		$2.21M Buy
38,097
+6,354
+20% +$345K 0.08% 193
2022
Q4 		$1.52M Buy
31,743
+11,742
+59% +$575K 0.06% 233
2022
Q3 		$958K Sell
20,001
-25,442
-56% -$1.4M 0.04% 252
2022
Q2 		$2.47M Buy
45,443
+33,686
+287% +$2.03M 0.08% 161
2022
Q1 		$809K Buy
+11,757
New +$828K 0.05% 176

Other funds holding XLC

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Merit Financial Group's XLC Position: Q2 2026 in Review

Merit Financial Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 25% in Q2 2026, selling an estimated $2.2M and leaving 58,262 shares worth $6.24M. The position accounts for 0.04% of the portfolio, ranked #374.

Merit Financial Group first reported a position in XLC in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.8M in Q4 2024. 189 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Merit Financial Group held 58,262 shares of State Street Communication Services Select Sector SPDR ETF worth $6.24M as of Q2 2026.
  • Merit Financial Group sold 19,335 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $2.2M.
  • State Street Communication Services Select Sector SPDR ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #374 holding.
  • Merit Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • Merit Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $11.8M in Q4 2024.
  • 189 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.