Orca Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Orca Investment Management’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
2025 Q4	–	Sell	-1,875	Closed	-$222K	–	61
2025 Q3	$222K	Hold	1,875	–	–	0.18%	60
2025 Q2	$203K	Buy	+1,875	New	+$185K	0.18%	60
2019 Q3	–	Sell	-39,914	Closed	-$1.97M	–	68
2019 Q2	$1.97M	Buy	+39,914	New	+$1.94M	2.19%	17

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Orca Investment Management's XLC Position: Q4 2025 in Review

Orca Investment Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 1,875 shares — an estimated $222K sold.

Orca Investment Management first reported a position in XLC in Q2 2019 and held it in 3 quarters. The position peaked at $1.97M in Q2 2019. 1,200 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Orca Investment Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Orca Investment Management sold 1,875 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $222K.
Orca Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and held it in 3 quarters.
Orca Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $1.97M in Q2 2019.
1,200 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Orca Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.