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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-2,500
Closed -$277K – 129
2026
Q1
$277K Buy
+2,500
New +$289K 0.08% 96
2025
Q4
– Sell
-2,000
Closed -$237K – 126
2025
Q3
$237K Buy
+2,000
New +$222K 0.06% 96
2025
Q2
– Sell
-2,000
Closed -$193K – 118
2025
Q1
$193K Buy
+2,000
New +$200K 0.07% 90

Other funds holding XLC

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. 1,164 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.
  • 1,164 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.