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 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

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

Montecito Bank & Trust's XLC Position: Q2 2026 in Review

Montecito Bank & Trust held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 2,318 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #250.

Montecito Bank & Trust first reported a position in XLC in Q4 2023 and has held it in 10 quarters since. The position peaked at $274K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Montecito Bank & Trust held 2,318 shares of State Street Communication Services Select Sector SPDR ETF worth $248K as of Q2 2026.
Montecito Bank & Trust 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 0.04% of Montecito Bank & Trust's portfolio in Q2 2026, its #250 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 10 quarters since.
Montecito Bank & Trust's State Street Communication Services Select Sector SPDR ETF position peaked at $274K 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 Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.