Oak Family Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History
Bought
Maintained
Sold
Other funds holding XLC
Oak Family Advisors's XLC Position: Q1 2026 in Review
Oak Family Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 79% in Q1 2026, selling an estimated $3.88M and leaving 8,692 shares worth $964K. The position accounts for 0.27% of the portfolio, ranked #61.
Oak Family Advisors first reported a position in XLC in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.97M in Q4 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.
- Oak Family Advisors held 8,692 shares of State Street Communication Services Select Sector SPDR ETF worth $964K as of Q1 2026.
- Oak Family Advisors sold 33,489 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $3.88M.
- State Street Communication Services Select Sector SPDR ETF made up 0.27% of Oak Family Advisors's portfolio in Q1 2026, its #61 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 11 quarters since.
- Oak Family Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $4.97M in Q4 2025.
- 1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.
Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.