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 Q3	$923K	Hold	8,318	–	–	0.37%	65
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%	+$6.4K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Rockingstone Advisors's XLC Position: Q3 2026 in Review

Rockingstone Advisors held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q3 2026 at 8,318 shares worth $923K. The position accounts for 0.37% of the portfolio, ranked #65.

Rockingstone Advisors first reported a position in XLC in Q4 2022 and has held it in 16 quarters since. 659 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Rockingstone Advisors held 8,318 shares of State Street Communication Services Select Sector SPDR ETF worth $923K as of Q3 2026.
Rockingstone Advisors left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.37% of Rockingstone Advisors's portfolio in Q3 2026, its #65 holding.
Rockingstone Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
659 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.