West Branch Capital’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

West Branch Capital’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	–	Sell	-499	Closed	-$55.3K	–	391
2026 Q1	$55.3K	Hold	499	–	–	0.01%	130
2025 Q4	$58.7K	Hold	499	–	–	0.02%	132
2025 Q3	$59.1K	Hold	499	–	–	0.02%	138
2025 Q2	$54.2K	Hold	499	–	–	0.02%	137
2025 Q1	$48.1K	Hold	499	–	–	0.02%	155
2024 Q4	$48.3K	Hold	499	–	–	0.02%	155
2024 Q3	$45.1K	Hold	499	–	–	0.02%	165
2024 Q2	$42.7K	Hold	499	–	–	0.02%	167
2024 Q1	$40.7K	Hold	499	–	–	0.02%	174
2023 Q4	$36.3K	Hold	499	–	–	0.02%	184
2023 Q3	$32.7K	Hold	499	–	–	0.02%	195
2023 Q2	$32.5K	Hold	499	–	–	0.02%	198
2023 Q1	$28.9K	Hold	499	–	–	0.02%	200
2022 Q4	$23.9K	Hold	499	–	–	0.01%	214
2022 Q3	$24K	Hold	499	–	–	0.01%	215
2022 Q2	$27K	Hold	499	–	–	0.02%	209
2022 Q1	$34K	Hold	499	–	–	0.02%	209
2021 Q4	$39K	Hold	499	–	–	0.02%	215
2021 Q3	$40K	Hold	499	–	–	0.02%	200
2021 Q2	$40K	Buy	+499	New	+$38.9K	0.02%	208

Other funds holding XLC

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

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

AWM

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

West Branch Capital's XLC Position: Q2 2026 in Review

West Branch Capital sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 499 shares — an estimated $55.3K sold.

West Branch Capital first reported a position in XLC in Q2 2021 and held it in 20 quarters. The position peaked at $59.1K in Q3 2025. 279 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

West Branch Capital reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
West Branch Capital sold 499 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $55.3K.
West Branch Capital first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and held it in 20 quarters.
West Branch Capital's State Street Communication Services Select Sector SPDR ETF position peaked at $59.1K in Q3 2025.
279 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.