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MMBG Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

MMBG Investment Advisors’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 		$722K Buy
6,737
+587
+10% +$66.9K 0.06% 117
2026
Q1 		$682K Hold
6,150
– – 0.06% 119
2025
Q4 		$724K Sell
6,150
-170
-3% -$19.6K 0.06% 121
2025
Q3 		$748K Hold
6,320
– – 0.07% 122
2025
Q2 		$686K Hold
6,320
– – 0.07% 119
2025
Q1 		$610K Hold
6,320
– – 0.07% 118
2024
Q4 		$612K Buy
6,320
+900
+17% +$85.8K 0.07% 115
2024
Q3 		$490K Hold
5,420
– – 0.05% 121
2024
Q2 		$464K Sell
5,420
-610
-10% -$50.3K 0.05% 118
2024
Q1 		$492K Hold
6,030
– – 0.05% 122
2023
Q4 		$438K Sell
6,030
-2,050
-25% -$141K 0.05% 126
2023
Q3 		$530K Sell
8,080
-1,210
-13% -$80.7K 0.07% 116
2023
Q2 		$602K Sell
9,290
-19,900
-68% -$1.21M 0.07% 110
2023
Q1 		$1.69M Buy
29,190
+1,100
+4% +$59.7K 0.21% 67
2022
Q4 		$1.35M Hold
28,090
– – 0.18% 77
2022
Q3 		$1.34M Hold
28,090
– – 0.18% 74
2022
Q2 		$1.52M Buy
28,090
+16,820
+149% +$1.01M 0.19% 71
2022
Q1 		$775K Hold
11,270
– – 0.08% 97
2021
Q4 		$875K Buy
+11,270
New +$891K 0.08% 100

Other funds holding XLC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MMBG Investment Advisors's XLC Position: Q2 2026 in Review

MMBG Investment Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 9.5% in Q2 2026, buying an estimated $66.9K and bringing the position to 6,737 shares worth $722K. The position accounts for 0.06% of the portfolio, ranked #117.

MMBG Investment Advisors first reported a position in XLC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q1 2023. 850 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • MMBG Investment Advisors held 6,737 shares of State Street Communication Services Select Sector SPDR ETF worth $722K as of Q2 2026.
  • MMBG Investment Advisors bought 587 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $66.9K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.06% of MMBG Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • MMBG Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • MMBG Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $1.69M in Q1 2023.
  • 850 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.