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

Tompkins 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 Q3	$777K	Hold	7,000	–	–	0.05%	116
2026 Q2	$750K	Hold	7,000	–	–	0.05%	121
2026 Q1	$776K	Hold	7,000	–	–	0.06%	114
2025 Q4	$824K	Hold	7,000	–	–	0.06%	112
2025 Q3	$829K	Hold	7,000	–	–	0.07%	110
2025 Q2	$760K	Hold	7,000	–	–	0.07%	108
2025 Q1	$675K	Buy	7,000 +1,500	+27%	+$150K	0.06%	113
2024 Q4	$532K	Buy	5,500 +2,000	+57%	+$191K	0.05%	117
2024 Q3	$316K	Buy	+3,500	New	+$302K	0.03%	149
2024 Q2	–	Sell	-61	Closed	-$4.98K	–	654
2024 Q1	$4.98K	Buy	+61	New	+$4.75K	﹤0.01%	549

Other funds holding XLC

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Tompkins Financial's XLC Position: Q3 2026 in Review

Tompkins Financial held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q3 2026 at 7,000 shares worth $777K. The position accounts for 0.05% of the portfolio, ranked #116.

Tompkins Financial first reported a position in XLC in Q1 2024 and has held it in 10 quarters since. The position peaked at $829K in Q3 2025. 198 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Tompkins Financial held 7,000 shares of State Street Communication Services Select Sector SPDR ETF worth $777K as of Q3 2026.
Tompkins Financial left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.05% of Tompkins Financial's portfolio in Q3 2026, its #116 holding.
Tompkins 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.
Tompkins Financial's State Street Communication Services Select Sector SPDR ETF position peaked at $829K in Q3 2025.
198 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.