Roundview Capital’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Roundview Capital’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	$5.53M	Sell	51,602 -353	-0.7%	-$40.2K	0.3%	74
2026 Q1	$5.76M	Buy	51,955 +222	+0.4%	+$25.7K	0.36%	67
2025 Q4	$6.09M	Sell	51,733 -4,328	-8%	-$498K	0.37%	62
2025 Q3	$6.64M	Sell	56,061 -930	-2%	-$103K	0.42%	55
2025 Q2	$6.19M	Buy	56,991 +100	+0.2%	+$9.85K	0.41%	56
2025 Q1	$5.49M	Buy	56,891 +611	+1%	+$61K	0.4%	58
2024 Q4	$5.45M	Buy	56,280 +789	+1%	+$75.2K	0.38%	60
2024 Q3	$5.02M	Buy	55,491 +376	+0.7%	+$32.4K	0.36%	71
2024 Q2	$4.72M	Sell	55,115 -1,628	-3%	-$134K	0.37%	63
2024 Q1	$4.63M	Buy	56,743 +61	+0.1%	+$4.75K	0.38%	62
2023 Q4	$4.12M	Sell	56,682 -2,685	-5%	-$185K	0.38%	61
2023 Q3	$3.89M	Buy	59,367 +2,791	+5%	+$186K	0.39%	62
2023 Q2	$3.68M	Buy	56,576 +967	+2%	+$58.9K	0.36%	71
2023 Q1	$3.22M	Buy	55,609 +6,297	+13%	+$342K	0.34%	80
2022 Q4	$2.37M	Buy	49,312 +17,800	+56%	+$872K	0.27%	96
2022 Q3	$1.51M	Buy	+31,512	New	+$1.73M	0.19%	125

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Roundview Capital's XLC Position: Q2 2026 in Review

Roundview Capital reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.68% in Q2 2026, selling an estimated $40.2K and leaving 51,602 shares worth $5.53M. The position accounts for 0.3% of the portfolio, ranked #74.

Roundview Capital first reported a position in XLC in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.64M in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Roundview Capital held 51,602 shares of State Street Communication Services Select Sector SPDR ETF worth $5.53M as of Q2 2026.
Roundview Capital sold 353 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $40.2K.
State Street Communication Services Select Sector SPDR ETF made up 0.3% of Roundview Capital's portfolio in Q2 2026, its #74 holding.
Roundview Capital first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Roundview Capital's State Street Communication Services Select Sector SPDR ETF position peaked at $6.64M in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.