Strategic Financial Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Strategic Financial Partners’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	$4.27M	Buy	39,881 +12,054	+43%	+$1.37M	1.61%	17
2026 Q1	$3.08M	Sell	27,827 -7,051	-20%	-$816K	1.33%	18
2025 Q4	$4.11M	Buy	34,878 +699	+2%	+$80.5K	1.78%	13
2025 Q3	$4.05M	Buy	34,179 +210	+0.6%	+$23.3K	1.85%	12
2025 Q2	$3.69M	Buy	33,969 +7,088	+26%	+$698K	1.71%	13
2025 Q1	$2.59M	Sell	26,881 -7,187	-21%	-$718K	1.37%	15
2024 Q4	$3.3M	Sell	34,068 -1,435	-4%	-$137K	1.68%	15
2024 Q3	$3.21M	Buy	35,503 +1,324	+4%	+$114K	1.64%	14
2024 Q2	$2.93M	Buy	34,179 +3,045	+10%	+$251K	1.61%	16
2024 Q1	$2.54M	Buy	+31,134	New	+$2.42M	1.41%	16

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

Strategic Financial Partners's XLC Position: Q2 2026 in Review

Strategic Financial Partners increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 43% in Q2 2026, buying an estimated $1.37M and bringing the position to 39,881 shares worth $4.27M. The position accounts for 1.61% of the portfolio, ranked #17.

Strategic Financial Partners first reported a position in XLC in Q1 2024 and has held it in 10 quarters since. 1,159 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Strategic Financial Partners held 39,881 shares of State Street Communication Services Select Sector SPDR ETF worth $4.27M as of Q2 2026.
Strategic Financial Partners bought 12,054 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $1.37M.
State Street Communication Services Select Sector SPDR ETF made up 1.61% of Strategic Financial Partners's portfolio in Q2 2026, its #17 holding.
Strategic Financial Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
1,159 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.