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

Theory 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	$21.1M	Buy	197,004 +11,181	+6%	+$1.27M	6.65%	2
2026 Q1	$20.6M	Sell	185,823 -19,274	-9%	-$2.23M	7.23%	2
2025 Q4	$24.2M	Sell	205,097 -15,095	-7%	-$1.74M	8.14%	2
2025 Q3	$25.6M	Sell	220,192 -27,647	-11%	-$3.07M	9.02%	2
2025 Q2	$26.6M	Buy	247,839 +89,085	+56%	+$8.77M	10.1%	3
2025 Q1	$15.3M	Buy	158,754 +35,208	+28%	+$3.52M	6.46%	4
2024 Q4	$12M	Sell	123,546 -7,369	-6%	-$703K	5%	3
2024 Q3	$12M	Buy	130,915 +2,923	+2%	+$252K	5.31%	3
2024 Q2	$11M	Buy	127,992 +75,717	+145%	+$6.24M	5.18%	2
2024 Q1	$4.27M	Buy	+52,275	New	+$4.07M	2.17%	11

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

Theory Financial's XLC Position: Q2 2026 in Review

Theory Financial increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6% in Q2 2026, buying an estimated $1.27M and bringing the position to 197,004 shares worth $21.1M. The position accounts for 6.65% of the portfolio, ranked #2.

Theory Financial first reported a position in XLC in Q1 2024 and has held it in 10 quarters since. The position peaked at $26.6M in Q2 2025. 1,159 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Theory Financial held 197,004 shares of State Street Communication Services Select Sector SPDR ETF worth $21.1M as of Q2 2026.
Theory Financial bought 11,181 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $1.27M.
State Street Communication Services Select Sector SPDR ETF made up 6.65% of Theory Financial's portfolio in Q2 2026, its #2 holding.
Theory Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Theory Financial's State Street Communication Services Select Sector SPDR ETF position peaked at $26.6M in Q2 2025.
1,159 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Theory Financial's 13F filing for Q2 2026, filed 31 Jul 2026.