SC&H Financial Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

SC&H Financial Advisors’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	$306K	Buy	2,856 +1	+0%	+$114	0.04%	126
2026 Q1	$317K	Hold	2,855	–	–	0.05%	120
2025 Q4	$336K	Buy	2,855 +215	+8%	+$24.7K	0.05%	113
2025 Q3	$312K	Hold	2,640	–	–	0.05%	115
2025 Q2	$287K	Hold	2,640	–	–	0.05%	121
2025 Q1	$255K	Hold	2,640	–	–	0.05%	129
2024 Q4	$256K	Hold	2,640	–	–	0.05%	127
2024 Q3	$239K	Hold	2,640	–	–	0.05%	137
2024 Q2	$226K	Hold	2,640	–	–	0.06%	132
2024 Q1	$216K	Buy	+2,640	New	+$206K	0.06%	136
2022 Q2	–	Sell	-5,050	Closed	-$347K	–	160
2022 Q1	$347K	Hold	5,050	–	–	0.17%	113
2021 Q4	$392K	Buy	+5,050	New	+$399K	0.22%	109

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

SC&H Financial Advisors's XLC Position: Q2 2026 in Review

SC&H Financial Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.04% in Q2 2026, buying an estimated $114 and bringing the position to 2,856 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #126.

SC&H Financial Advisors first reported a position in XLC in Q4 2021 and has held it in 12 quarters since. The position peaked at $392K in Q4 2021. 1,153 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

SC&H Financial Advisors held 2,856 shares of State Street Communication Services Select Sector SPDR ETF worth $306K as of Q2 2026.
SC&H Financial Advisors 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 0.04% of SC&H Financial Advisors's portfolio in Q2 2026, its #126 holding.
SC&H Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
SC&H Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $392K in Q4 2021.
1,153 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.