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Montecito Bank & Trust’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Montecito Bank & Trust’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
Q3 		$257K Hold
2,318
– – 0.04% 249
2026
Q2 		$248K Hold
2,318
– – 0.04% 250
2026
Q1 		$257K Hold
2,318
– – 0.04% 245
2025
Q4 		$273K Hold
2,318
– – 0.04% 246
2025
Q3 		$274K Buy
+2,318
New +$258K 0.04% 251
2025
Q1 		$224K Hold
2,318
– – 0.04% 271
2024
Q4 		$224K Sell
2,318
-680
-23% -$64.8K 0.04% 264
2024
Q3 		$271K Hold
2,998
– – 0.05% 256
2024
Q2 		$257K Hold
2,998
– – 0.05% 235
2024
Q1 		$245K Hold
2,998
– – 0.05% 246
2023
Q4 		$218K Buy
+2,998
New +$206K 0.05% 243

Other funds holding XLC

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Montecito Bank & Trust's XLC Position: Q3 2026 in Review

Montecito Bank & Trust held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q3 2026 at 2,318 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #249.

Montecito Bank & Trust first reported a position in XLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $274K in Q3 2025. 51 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

  • Montecito Bank & Trust held 2,318 shares of State Street Communication Services Select Sector SPDR ETF worth $257K as of Q3 2026.
  • Montecito Bank & Trust left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Communication Services Select Sector SPDR ETF made up 0.04% of Montecito Bank & Trust's portfolio in Q3 2026, its #249 holding.
  • Montecito Bank & Trust first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Montecito Bank & Trust's State Street Communication Services Select Sector SPDR ETF position peaked at $274K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.