OneAscent Financial Services’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
$268K Sell
2,505
-289
-10% -$32.9K 0.01% 515
2026
Q1
$310K Buy
+2,794
New +$323K 0.02% 451
2025
Q4
Sell
-2,770
Closed -$328K 556
2025
Q3
$328K Sell
2,770
-1,198
-30% -$133K 0.02% 368
2025
Q2
$428K Buy
3,968
+683
+21% +$67.3K 0.03% 343
2025
Q1
$317K Buy
3,285
+88
+3% +$8.79K 0.02% 400
2024
Q4
$310K Buy
+3,197
New +$305K 0.03% 356
2024
Q3
Sell
-3,684
Closed -$316K 329
2024
Q2
$316K Sell
3,684
-246
-6% -$20.3K 0.04% 188
2024
Q1
$321K Sell
3,930
-541
-12% -$42.1K 0.04% 275
2023
Q4
$325K Buy
+4,471
New +$308K 0.04% 252

Other funds holding XLC

OneAscent Financial Services's XLC Position: Q2 2026 in Review

OneAscent Financial Services reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 10% in Q2 2026, selling an estimated $32.9K and leaving 2,505 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #515.

OneAscent Financial Services first reported a position in XLC in Q4 2023 and has held it in 9 quarters since. The position peaked at $428K in Q2 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • OneAscent Financial Services held 2,505 shares of State Street Communication Services Select Sector SPDR ETF worth $268K as of Q2 2026.
  • OneAscent Financial Services sold 289 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $32.9K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #515 holding.
  • OneAscent Financial Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
  • OneAscent Financial Services's State Street Communication Services Select Sector SPDR ETF position peaked at $428K in Q2 2025.
  • 1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.