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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
Q3 		$651K Buy
5,868
+3,436
+141% +$382K 0.04% 201
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

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

YHB Investment Advisors's XLC Position: Q3 2026 in Review

YHB Investment Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 141% in Q3 2026, buying an estimated $382K and bringing the position to 5,868 shares worth $651K. The position accounts for 0.04% of the portfolio, ranked #201.

YHB Investment Advisors first reported a position in XLC in Q1 2021 and has held it in 15 quarters since. 45 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

  • YHB Investment Advisors held 5,868 shares of State Street Communication Services Select Sector SPDR ETF worth $651K as of Q3 2026.
  • YHB Investment Advisors bought 3,436 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $382K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.04% of YHB Investment Advisors's portfolio in Q3 2026, its #201 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 15 quarters since.
  • 45 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.