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 Q3	$605K	Buy	5,454 +16	+0.3%	+$1.78K	0.03%	57
2026 Q2	$583K	Buy	5,438 +9	+0.2%	+$1.03K	0.03%	61
2026 Q1	$602K	Sell	5,429 -20	-0.4%	-$2.32K	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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 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

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Sather Financial Group's XLC Position: Q3 2026 in Review

Sather Financial Group increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.29% in Q3 2026, buying an estimated $1.78K and bringing the position to 5,454 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #57.

Sather Financial Group first reported a position in XLC in Q4 2022 and has held it in 16 quarters since. The position peaked at $650K in Q3 2025. 869 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Sather Financial Group held 5,454 shares of State Street Communication Services Select Sector SPDR ETF worth $605K as of Q3 2026.
Sather Financial Group bought 16 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $1.78K.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of Sather Financial Group's portfolio in Q3 2026, its #57 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 16 quarters since.
Sather Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $650K in Q3 2025.
869 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Sather Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.