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

Stonebridge 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	$1.35M	Sell	12,142 -40	-0.3%	-$4.45K	0.17%	86
2026 Q2	$1.3M	Buy	+12,182	New	+$1.39M	0.18%	89

Other funds holding XLC

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

Morgan Stanley New York $1.96T AUM 27.49% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 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

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

Stonebridge Financial Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.33% in Q3 2026, selling an estimated $4.45K and leaving 12,142 shares worth $1.35M. The position accounts for 0.17% of the portfolio, ranked #86.

Stonebridge Financial Group first reported a position in XLC in Q2 2026 and has held it in 2 quarters since. 1,017 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Stonebridge Financial Group held 12,142 shares of State Street Communication Services Select Sector SPDR ETF worth $1.35M as of Q3 2026.
Stonebridge Financial Group sold 40 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $4.45K.
State Street Communication Services Select Sector SPDR ETF made up 0.17% of Stonebridge Financial Group's portfolio in Q3 2026, its #86 holding.
Stonebridge Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2026 and has held it in 2 quarters since.
1,017 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.