Roxbury Financial’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Roxbury Financial’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	$42.2K	Buy	381 +1	+0.3%	+$111	0.03%	220
2026 Q2	$40.7K	Buy	380 +1	+0.3%	+$114	0.03%	214
2026 Q1	$42K	Buy	379 +2	+0.5%	+$232	0.04%	203
2025 Q4	$44.4K	Buy	377 +1	+0.3%	+$115	0.04%	194
2025 Q3	$44.5K	Buy	376 +1	+0.3%	+$111	0.04%	188
2025 Q2	$40.7K	Buy	375 +2	+0.5%	+$197	0.04%	193
2025 Q1	$38K	Buy	373 +2	+0.5%	+$200	0.04%	188
2024 Q4	$36.6K	Buy	+371	New	+$35.4K	0.04%	191

Other funds holding XLC

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

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

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Roxbury Financial's XLC Position: Q3 2026 in Review

Roxbury Financial increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.26% in Q3 2026, buying an estimated $111 and bringing the position to 381 shares worth $42.2K. The position accounts for 0.03% of the portfolio, ranked #220.

Roxbury Financial first reported a position in XLC in Q4 2024 and has held it in 8 quarters since. The position peaked at $44.5K in Q3 2025. 483 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Roxbury Financial held 381 shares of State Street Communication Services Select Sector SPDR ETF worth $42.2K as of Q3 2026.
Roxbury Financial bought 1 State Street Communication Services Select Sector SPDR ETF share in Q3 2026, an estimated $111.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of Roxbury Financial's portfolio in Q3 2026, its #220 holding.
Roxbury Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's State Street Communication Services Select Sector SPDR ETF position peaked at $44.5K in Q3 2025.
483 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.