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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Welch Group's XLC Position: Q2 2026 in Review

Welch Group increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.08% in Q2 2026, buying an estimated $342 and bringing the position to 3,995 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #208.

Welch Group first reported a position in XLC in Q3 2020 and has held it in 10 quarters since. The position peaked at $4.97M in Q4 2020. 463 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Welch Group held 3,995 shares of State Street Communication Services Select Sector SPDR ETF worth $428K as of Q2 2026.
Welch Group bought 3 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $342.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #208 holding.
Welch Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2020 and has held it in 10 quarters since.
Welch Group's State Street Communication Services Select Sector SPDR ETF position peaked at $4.97M in Q4 2020.
463 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.