Oak Family Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Oak Family 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	$918K	Sell	8,572 -120	-1%	-$13.7K	0.23%	67
2026 Q1	$964K	Sell	8,692 -33,489	-79%	-$3.88M	0.27%	61
2025 Q4	$4.97M	Buy	42,181 +8,338	+25%	+$960K	1.36%	28
2025 Q3	$4.01M	Buy	33,843 +21,296	+170%	+$2.37M	1%	36
2025 Q2	$1.36M	Sell	12,547 -1,993	-14%	-$196K	0.43%	50
2025 Q1	$1.4M	Sell	14,540 -13,969	-49%	-$1.4M	0.47%	50
2024 Q4	$2.76M	Buy	28,509 +12,088	+74%	+$1.15M	1%	34
2024 Q3	$1.48M	Buy	16,421 +1,012	+7%	+$87.3K	0.46%	51
2024 Q2	$1.32M	Buy	15,409 +206	+1%	+$17K	0.45%	51
2024 Q1	$1.24M	Sell	15,203 -27,271	-64%	-$2.12M	0.48%	50
2023 Q4	$3.09M	Sell	42,474 -6,071	-13%	-$418K	1.3%	28
2023 Q3	$3.18M	Buy	+48,545	New	+$3.24M	1.5%	27

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

Oak Family Advisors's XLC Position: Q2 2026 in Review

Oak Family Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.4% in Q2 2026, selling an estimated $13.7K and leaving 8,572 shares worth $918K. The position accounts for 0.23% of the portfolio, ranked #67.

Oak Family Advisors first reported a position in XLC in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.97M in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Oak Family Advisors held 8,572 shares of State Street Communication Services Select Sector SPDR ETF worth $918K as of Q2 2026.
Oak Family Advisors sold 120 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $13.7K.
State Street Communication Services Select Sector SPDR ETF made up 0.23% of Oak Family Advisors's portfolio in Q2 2026, its #67 holding.
Oak Family Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Oak Family Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $4.97M in Q4 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.