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YHB Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

YHB Investment Advisors’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 		$261K Sell
2,432
-397
-14% -$45.2K 0.02% 284
2026
Q1 		$314K Buy
2,829
+547
+24% +$63.3K 0.02% 258
2025
Q4 		$269K Hold
2,282
– – 0.02% 274
2025
Q3 		$270K Buy
2,282
+11
+0.5% +$1.22K 0.02% 267
2025
Q2 		$246K Sell
2,271
-15
-0.7% -$1.48K 0.02% 278
2025
Q1 		$220K Sell
2,286
-633
-22% -$63.2K 0.02% 276
2024
Q4 		$283K Hold
2,919
– – 0.02% 239
2024
Q3 		$264K Buy
2,919
+22
+0.8% +$1.9K 0.02% 249
2024
Q2 		$248K Buy
+2,897
New +$239K 0.02% 253
2022
Q2 		– Sell
-3,353
Closed -$231K – 302
2022
Q1 		$231K Hold
3,353
– – 0.02% 276
2021
Q4 		$260K Hold
3,353
– – 0.02% 282
2021
Q3 		$269K Hold
3,353
– – 0.02% 264
2021
Q2 		$271K Hold
3,353
– – 0.02% 260
2021
Q1 		$258K Buy
+3,353
New +$239K 0.02% 263

Other funds holding XLC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

YHB Investment Advisors's XLC Position: Q2 2026 in Review

YHB Investment Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 14% in Q2 2026, selling an estimated $45.2K and leaving 2,432 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #284.

YHB Investment Advisors first reported a position in XLC in Q1 2021 and has held it in 14 quarters since. The position peaked at $314K in Q1 2026. 524 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • YHB Investment Advisors held 2,432 shares of State Street Communication Services Select Sector SPDR ETF worth $261K as of Q2 2026.
  • YHB Investment Advisors sold 397 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $45.2K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #284 holding.
  • YHB Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 14 quarters since.
  • YHB Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $314K in Q1 2026.
  • 524 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.