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

Welch 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 Q3	–	Sell	-3,995	Closed	-$428K	–	346
2026 Q2	$428K	Buy	3,995 +3	+0.1%	+$342	0.01%	208
2026 Q1	$443K	Sell	3,992 -1,092	-21%	-$126K	0.02%	188
2025 Q4	$598K	Buy	5,084 +1,099	+28%	+$126K	0.02%	158
2025 Q3	$472K	Buy	3,985 +3	+0.1%	+$333	0.02%	173
2025 Q2	$432K	Buy	3,982 +3	+0.1%	+$296	0.02%	168
2025 Q1	$381K	Sell	3,979 -3,001	-43%	-$300K	0.02%	177
2024 Q4	$678K	Buy	+6,980	New	+$665K	0.03%	125
2023 Q1	–	Sell	-4,246	Closed	-$204K	–	228
2022 Q4	$204K	Buy	+4,246	New	+$208K	0.01%	205
2021 Q1	–	Sell	-73,689	Closed	-$4.97M	–	193
2020 Q4	$4.97M	Buy	73,689 +60,696	+467%	+$3.86M	0.4%	39
2020 Q3	$772K	Buy	+12,993	New	+$770K	0.07%	74

Other funds holding XLC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Welch Group's XLC Position: Q3 2026 in Review

Welch Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2026, closing a stake of 3,995 shares — an estimated $428K sold.

Welch Group first reported a position in XLC in Q3 2020 and held it in 10 quarters. The position peaked at $4.97M in Q4 2020. 679 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Welch Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Welch Group sold 3,995 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $428K.
Welch Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2020 and held it in 10 quarters.
Welch Group's State Street Communication Services Select Sector SPDR ETF position peaked at $4.97M in Q4 2020.
679 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.