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

Newbridge Financial Services 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	$36K	Sell	337 -4	-1%	-$456	﹤0.01%	564
2026 Q1	$37.7K	Buy	341 +4	+1%	+$463	0.01%	492
2025 Q4	$39.6K	Buy	337 +50	+17%	+$5.75K	0.01%	482
2025 Q3	$33.9K	Hold	287	–	–	0.01%	601
2025 Q2	$31.1K	Sell	287 -118	-29%	-$11.6K	0.01%	606
2025 Q1	$39K	Sell	405 -147	-27%	-$14.7K	0.01%	419
2024 Q4	$53.4K	Buy	552 +23	+4%	+$2.19K	0.01%	388
2024 Q3	$47.8K	Buy	529 +22	+4%	+$1.9K	0.02%	255
2024 Q2	$43.4K	Sell	507 -395	-44%	-$32.5K	0.02%	400
2024 Q1	$73.7K	Sell	902 -613	-40%	-$47.7K	0.03%	329
2023 Q4	$110K	Sell	1,515 -549	-27%	-$37.8K	0.05%	261
2023 Q3	$135K	Sell	2,064 -677	-25%	-$45.2K	0.07%	242
2023 Q2	$178K	Buy	2,741 +3	+0.1%	+$183	0.09%	218
2023 Q1	$159K	Sell	2,738 -66	-2%	-$3.58K	0.08%	231
2022 Q4	$135K	Sell	2,804 -656	-19%	-$32.1K	0.08%	249
2022 Q3	$166K	Sell	3,460 -341	-9%	-$18.8K	0.1%	213
2022 Q2	$206K	Sell	3,801 -248	-6%	-$14.9K	0.13%	162
2022 Q1	$278K	Sell	4,049 -193	-5%	-$13.6K	0.14%	145
2021 Q4	$330K	Sell	4,242 -315	-7%	-$24.9K	0.16%	136
2021 Q3	$365K	Buy	4,557 +4,291	+1,613%	+$355K	0.23%	101
2021 Q2	$22K	Hold	266	–	–	0.01%	752
2021 Q1	$20K	Buy	+266	New	+$18.9K	0.01%	695

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

Newbridge Financial Services Group's XLC Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.2% in Q2 2026, selling an estimated $456 and leaving 337 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Newbridge Financial Services Group first reported a position in XLC in Q1 2021 and has held it in 22 quarters since. The position peaked at $365K in Q3 2021. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Newbridge Financial Services Group held 337 shares of State Street Communication Services Select Sector SPDR ETF worth $36K as of Q2 2026.
Newbridge Financial Services Group sold 4 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $456.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #564 holding.
Newbridge Financial Services Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Newbridge Financial Services Group's State Street Communication Services Select Sector SPDR ETF position peaked at $365K in Q3 2021.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.