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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
Q3 		$317K Hold
2,856
– – 0.04% 118
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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $343M AUM 13.42% 1-Year Est. Return

SC&H Financial Advisors's XLC Position: Q3 2026 in Review

SC&H Financial Advisors held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q3 2026 at 2,856 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #118.

SC&H Financial Advisors first reported a position in XLC in Q4 2021 and has held it in 13 quarters since. The position peaked at $392K in Q4 2021. 138 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

  • SC&H Financial Advisors held 2,856 shares of State Street Communication Services Select Sector SPDR ETF worth $317K as of Q3 2026.
  • SC&H Financial Advisors left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Communication Services Select Sector SPDR ETF made up 0.04% of SC&H Financial Advisors's portfolio in Q3 2026, its #118 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 13 quarters since.
  • SC&H Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $392K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.