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

Summit Financial’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	$2.7M	Sell	25,206 -2,530	-9%	-$288K	0.03%	541
2026 Q1	$3.07M	Buy	27,736 +1,904	+7%	+$220K	0.04%	448
2025 Q4	$3.04M	Sell	25,832 -1,656	-6%	-$191K	0.04%	377
2025 Q3	$3.25M	Buy	27,488 +749	+3%	+$83.3K	0.05%	357
2025 Q2	$2.9M	Buy	26,739 +2,161	+9%	+$213K	0.07%	237
2025 Q1	$2.37M	Buy	24,578 +14,937	+155%	+$1.49M	0.07%	234
2024 Q4	$933K	Buy	9,641 +313	+3%	+$29.8K	0.03%	329
2024 Q3	$843K	Buy	+9,328	New	+$804K	0.03%	291
2023 Q1	–	Sell	-9,006	Closed	-$432K	–	264
2022 Q4	$432K	Buy	9,006 +812	+10%	+$39.8K	0.04%	182
2022 Q3	$392K	Buy	8,194 +385	+5%	+$21.2K	0.04%	188
2022 Q2	$424K	Sell	7,809 -14	-0.2%	-$843	0.04%	167
2022 Q1	$538K	Buy	7,823 +220	+3%	+$15.5K	0.04%	168
2021 Q4	$591K	Buy	7,603 +2,525	+50%	+$200K	0.05%	154
2021 Q3	$407K	Buy	+5,078	New	+$420K	0.03%	161

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

Summit Financial's XLC Position: Q2 2026 in Review

Summit Financial reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 9.1% in Q2 2026, selling an estimated $288K and leaving 25,206 shares worth $2.7M. The position accounts for 0.03% of the portfolio, ranked #541.

Summit Financial first reported a position in XLC in Q3 2021 and has held it in 14 quarters since. The position peaked at $3.25M in Q3 2025. 1,153 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Summit Financial held 25,206 shares of State Street Communication Services Select Sector SPDR ETF worth $2.7M as of Q2 2026.
Summit Financial sold 2,530 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $288K.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #541 holding.
Summit Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and has held it in 14 quarters since.
Summit Financial's State Street Communication Services Select Sector SPDR ETF position peaked at $3.25M in Q3 2025.
1,153 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.