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

Vontobel Holding’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	$389K	Sell	3,634 -3,184	-47%	-$363K	﹤0.01%	1144
2026 Q1	$756K	Sell	6,818 -10,862	-61%	-$1.26M	﹤0.01%	717
2025 Q4	$2.08M	Buy	17,680 +8,321	+89%	+$958K	0.01%	568
2025 Q3	$1.11M	Sell	9,359 -14,592	-61%	-$1.62M	﹤0.01%	688
2025 Q2	$2.6M	Buy	+23,951	New	+$2.36M	0.01%	478
2025 Q1	–	Sell	-8,010	Closed	-$775K	–	1170
2024 Q4	$775K	Buy	8,010 +1,080	+16%	+$103K	﹤0.01%	664
2024 Q3	$626K	Buy	+6,930	New	+$597K	﹤0.01%	723
2021 Q4	–	Sell	-1,300	Closed	-$104K	–	1222
2021 Q3	$104K	Hold	1,300	–	–	﹤0.01%	1092
2021 Q2	$105K	Sell	1,300 -1,400	-52%	-$109K	﹤0.01%	1075
2021 Q1	$198K	Buy	+2,700	New	+$192K	﹤0.01%	918

Other funds holding XLC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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 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

Vontobel Holding's XLC Position: Q2 2026 in Review

Vontobel Holding reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 47% in Q2 2026, selling an estimated $363K and leaving 3,634 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Vontobel Holding first reported a position in XLC in Q1 2021 and has held it in 10 quarters since. The position peaked at $2.6M in Q2 2025. 739 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Vontobel Holding held 3,634 shares of State Street Communication Services Select Sector SPDR ETF worth $389K as of Q2 2026.
Vontobel Holding sold 3,184 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $363K.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1144 holding.
Vontobel Holding first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 10 quarters since.
Vontobel Holding's State Street Communication Services Select Sector SPDR ETF position peaked at $2.6M in Q2 2025.
739 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.