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 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

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

Roxbury Financial's XLC Position: Q2 2026 in Review

Roxbury Financial increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.26% in Q2 2026, buying an estimated $114 and bringing the position to 380 shares worth $40.7K. The position accounts for 0.03% of the portfolio, ranked #214.

Roxbury Financial first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.5K in Q3 2025. 1,160 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Roxbury Financial held 380 shares of State Street Communication Services Select Sector SPDR ETF worth $40.7K as of Q2 2026.
Roxbury Financial bought 1 State Street Communication Services Select Sector SPDR ETF share in Q2 2026, an estimated $114.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of Roxbury Financial's portfolio in Q2 2026, its #214 holding.
Roxbury Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Roxbury Financial's State Street Communication Services Select Sector SPDR ETF position peaked at $44.5K in Q3 2025.
1,160 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.