MontVue Capital Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

MontVue Capital Management’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	$1.88M	Buy	17,577 +385	+2%	+$43.9K	1.08%	16
2026 Q1	$1.91M	Buy	17,192 +545	+3%	+$63.1K	1.3%	16
2025 Q4	$1.96M	Sell	16,647 -113	-0.7%	-$13K	1.3%	16
2025 Q3	$1.98M	Sell	16,760 -1,525	-8%	-$170K	1.33%	15
2025 Q2	$1.98M	Sell	18,285 -947	-5%	-$93.3K	1.41%	15
2025 Q1	$1.85M	Sell	19,232 -742	-4%	-$74.1K	1.48%	14
2024 Q4	$1.93M	Sell	19,974 -260	-1%	-$24.8K	1.47%	14
2024 Q3	$1.83M	Sell	20,234 -143	-0.7%	-$12.3K	1.4%	16
2024 Q2	$1.75M	Sell	20,377 -607	-3%	-$50K	1.39%	16
2024 Q1	$1.71M	Sell	20,984 -874	-4%	-$68.1K	1.52%	14
2023 Q4	$1.59M	Buy	+21,858	New	+$1.5M	1.53%	14

Other funds holding XLC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

MontVue Capital Management's XLC Position: Q2 2026 in Review

MontVue Capital Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.2% in Q2 2026, buying an estimated $43.9K and bringing the position to 17,577 shares worth $1.88M. The position accounts for 1.08% of the portfolio, ranked #16.

MontVue Capital Management first reported a position in XLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.98M in Q2 2025. 426 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

MontVue Capital Management held 17,577 shares of State Street Communication Services Select Sector SPDR ETF worth $1.88M as of Q2 2026.
MontVue Capital Management bought 385 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $43.9K.
State Street Communication Services Select Sector SPDR ETF made up 1.08% of MontVue Capital Management's portfolio in Q2 2026, its #16 holding.
MontVue Capital Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
MontVue Capital Management's State Street Communication Services Select Sector SPDR ETF position peaked at $1.98M in Q2 2025.
426 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.