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

Sather Financial Group’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 Q1	$602K	Sell	5,429 -20	-0.4%	-$2.31K	0.04%	56
2025 Q4	$641K	Sell	5,449 -40	-0.7%	-$4.6K	0.03%	55
2025 Q3	$650K	Buy	5,489 +489	+10%	+$54.4K	0.04%	55
2025 Q2	$543K	Hold	5,000	–	–	0.03%	62
2025 Q1	$482K	Hold	5,000	–	–	0.03%	52
2024 Q4	$484K	Hold	5,000	–	–	0.03%	54
2024 Q3	$452K	Hold	5,000	–	–	0.03%	56
2024 Q2	$428K	Hold	5,000	–	–	0.03%	56
2024 Q1	$408K	Hold	5,000	–	–	0.03%	64
2023 Q4	$363K	Hold	5,000	–	–	0.03%	65
2023 Q3	$328K	Hold	5,000	–	–	0.03%	68
2023 Q2	$325K	Hold	5,000	–	–	0.03%	73
2023 Q1	$290K	Hold	5,000	–	–	0.03%	78
2022 Q4	$240K	Buy	+5,000	New	+$245K	0.02%	93

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sather Financial Group's XLC Position: Q1 2026 in Review

Sather Financial Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.37% in Q1 2026, selling an estimated $2.31K and leaving 5,429 shares worth $602K. The position accounts for 0.04% of the portfolio, ranked #56.

Sather Financial Group first reported a position in XLC in Q4 2022 and has held it in 14 quarters since. The position peaked at $650K in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Sather Financial Group held 5,429 shares of State Street Communication Services Select Sector SPDR ETF worth $602K as of Q1 2026.
Sather Financial Group sold 20 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $2.31K.
State Street Communication Services Select Sector SPDR ETF made up 0.04% of Sather Financial Group's portfolio in Q1 2026, its #56 holding.
Sather Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Sather Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $650K in Q3 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.