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Three Bearings Fiduciary Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Three Bearings Fiduciary Advisors’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 		$15.7K Hold
147
– – 0.01% 122
2026
Q1 		$16.3K Hold
147
– – 0.02% 117
2025
Q4 		$17.7K Buy
+147
New +$16.9K 0.02% 119

Other funds holding XLC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Three Bearings Fiduciary Advisors's XLC Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 147 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #122.

Three Bearings Fiduciary Advisors first reported a position in XLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.7K in Q4 2025. 739 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 147 shares of State Street Communication Services Select Sector SPDR ETF worth $15.7K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF made up 0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #122 holding.
  • Three Bearings Fiduciary Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $17.7K in Q4 2025.
  • 739 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.