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

Summit Securities 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 Q2	$1.89M	Buy	+17,625	New	+$2.01M	0.18%	70
2025 Q4	–	Sell	-61,063	Closed	-$7.23M	–	1281
2025 Q3	$7.23M	Buy	+61,063	New	+$6.79M	1.49%	8

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 Securities Group's XLC Position: Q2 2026 in Review

Summit Securities Group opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 17,625 shares worth $1.89M. The stake represents 0.18% of the portfolio and ranks #70 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in XLC as recently as Q3 2025.

Summit Securities Group first reported a position in XLC in Q3 2025 and has held it in 2 quarters since. The position peaked at $7.23M in Q3 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Summit Securities Group held 17,625 shares of State Street Communication Services Select Sector SPDR ETF worth $1.89M as of Q2 2026.
State Street Communication Services Select Sector SPDR ETF was a new Summit Securities Group position in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.18% of Summit Securities Group's portfolio in Q2 2026, its #70 holding.
Summit Securities Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and has held it in 2 quarters since.
Summit Securities Group's State Street Communication Services Select Sector SPDR ETF position peaked at $7.23M in Q3 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.