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

Rockingstone 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 		$891K Buy
8,318
+1,125
+16% +$128K 0.36% 69
2026
Q1 		$797K Hold
7,193
– – 0.37% 68
2025
Q4 		$847K Buy
7,193
+498
+7% +$57.3K 0.39% 67
2025
Q3 		$792K Sell
6,695
-10
-0.1% -$1.11K 0.39% 65
2025
Q2 		$728K Sell
6,705
-955
-12% -$94.1K 0.38% 65
2025
Q1 		$739K Sell
7,660
-30
-0.4% -$3K 0.33% 69
2024
Q4 		$744K Sell
7,690
-180
-2% -$17.2K 0.33% 72
2024
Q3 		$711K Sell
7,870
-655
-8% -$56.5K 0.35% 70
2024
Q2 		$730K Buy
8,525
+140
+2% +$11.5K 0.37% 70
2024
Q1 		$685K Sell
8,385
-170
-2% -$13.2K 0.35% 73
2023
Q4 		$622K Sell
8,555
-230
-3% -$15.8K 0.35% 74
2023
Q3 		$576K Buy
8,785
+120
+1% +$8K 0.32% 72
2023
Q2 		$564K Buy
8,665
+105
+1% +$6.39K 0.32% 72
2023
Q1 		$496K Buy
8,560
+1,260
+17% +$68.4K 0.3% 76
2022
Q4 		$350K Buy
+7,300
New +$357K 0.26% 84

Other funds holding XLC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Rockingstone Advisors's XLC Position: Q2 2026 in Review

Rockingstone Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 16% in Q2 2026, buying an estimated $128K and bringing the position to 8,318 shares worth $891K. The position accounts for 0.36% of the portfolio, ranked #69.

Rockingstone Advisors first reported a position in XLC in Q4 2022 and has held it in 15 quarters since. 524 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Rockingstone Advisors held 8,318 shares of State Street Communication Services Select Sector SPDR ETF worth $891K as of Q2 2026.
  • Rockingstone Advisors bought 1,125 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $128K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.36% of Rockingstone Advisors's portfolio in Q2 2026, its #69 holding.
  • Rockingstone Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • 524 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.