Stonebridge Financial Group (Pennsylvania)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	–	Sell	-237,192	Closed	-$26.3M	–	286
2026 Q1	$26.3M	Buy	+237,192	New	+$27.5M	2.16%	12
2025 Q4	–	Sell	-222,213	Closed	-$26.3M	–	261
2025 Q3	$26.3M	Sell	222,213 -10,484	-5%	-$1.17M	2.32%	13
2025 Q2	$25.3M	Buy	232,697 +232,348	+66,575%	+$22.9M	2.45%	12
2025 Q1	$33.7K	Sell	349 -226,911	-100%	-$22.7M	﹤0.01%	435
2024 Q4	$22M	Buy	+227,260	New	+$21.7M	2.42%	11

Other funds holding XLC

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s XLC Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 237,192 shares — an estimated $26.3M sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in XLC in Q4 2024 and held it in 5 quarters. The position peaked at $26.3M in Q3 2025. 983 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 237,192 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $26.3M.
Stonebridge Financial Group (Pennsylvania) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Stonebridge Financial Group (Pennsylvania)'s State Street Communication Services Select Sector SPDR ETF position peaked at $26.3M in Q3 2025.
983 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.