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

Addison 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	–	Sell	-1,813	Closed	-$201K	–	1015
2026 Q1	$201K	Hold	1,813	–	–	0.04%	224
2025 Q4	$213K	Hold	1,813	–	–	0.05%	210
2025 Q3	$215K	Hold	1,813	–	–	0.05%	214
2025 Q2	$197K	Hold	1,813	–	–	0.05%	223
2025 Q1	$175K	Hold	1,813	–	–	0.05%	223
2024 Q4	$176K	Hold	1,813	–	–	0.05%	224
2024 Q3	$164K	Hold	1,813	–	–	0.05%	249
2024 Q2	$155K	Sell	1,813 -362	-17%	-$29.8K	0.05%	235
2024 Q1	$178K	Hold	2,175	–	–	0.06%	205
2023 Q4	$158K	Sell	2,175 -146	-6%	-$10K	0.06%	211
2023 Q3	$152K	Sell	2,321 -77	-3%	-$5.14K	0.07%	187
2023 Q2	$156K	Sell	2,398 -200	-8%	-$12.2K	0.08%	186
2023 Q1	$151K	Hold	2,598	–	–	0.08%	167
2022 Q4	$125K	Sell	2,598 -577	-18%	-$28.3K	0.07%	180
2022 Q3	$152K	Sell	3,175 -1,162	-27%	-$63.9K	0.09%	149
2022 Q2	$235K	Sell	4,337 -482	-10%	-$29K	0.14%	109
2022 Q1	$331K	Buy	4,819 +3,114	+183%	+$219K	0.18%	98
2021 Q4	$132K	Buy	1,705 +1,696	+18,844%	+$134K	0.08%	156
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	435
2021 Q2	$1K	Buy	+9	New	+$701	﹤0.01%	393

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Addison Advisors's XLC Position: Q2 2026 in Review

Addison Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 1,813 shares — an estimated $201K sold.

Addison Advisors first reported a position in XLC in Q2 2021 and held it in 20 quarters. The position peaked at $331K in Q1 2022. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Addison Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 1,813 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $201K.
Addison Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and held it in 20 quarters.
Addison Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $331K in Q1 2022.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.