Advisor OS’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Advisor OS’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	$568K	Sell	5,302 -4,649	-47%	-$530K	0.04%	288
2026 Q1	$1.1M	Sell	9,951 -7,877	-44%	-$912K	0.08%	174
2025 Q4	$2.1M	Sell	17,828 -1,484	-8%	-$171K	0.17%	94
2025 Q3	$2.29M	Buy	19,312 +3,821	+25%	+$425K	0.2%	73
2025 Q2	$1.68M	Sell	15,491 -2,092	-12%	-$206K	0.17%	91
2025 Q1	$1.7M	Buy	17,583 +237	+1%	+$23.7K	0.19%	73
2024 Q4	$1.68M	Sell	17,346 -61,978	-78%	-$5.91M	0.19%	79
2024 Q3	$7.17M	Buy	79,324 +5,550	+8%	+$479K	0.71%	26
2024 Q2	$6.32M	Buy	73,774 +2,632	+4%	+$217K	0.69%	27
2024 Q1	$5.81M	Buy	71,142 +12,541	+21%	+$977K	0.67%	28
2023 Q4	$4.26M	Buy	58,601 +7,460	+15%	+$513K	0.55%	32
2023 Q3	$3.35M	Buy	51,141 +3,861	+8%	+$258K	0.5%	38
2023 Q2	$3.08M	Buy	+47,280	New	+$2.88M	0.5%	38
2022 Q1	–	Sell	-7,454	Closed	-$579K	–	252
2021 Q4	$579K	Buy	7,454 +3,809	+104%	+$301K	0.12%	155
2021 Q3	$292K	Buy	+3,645	New	+$302K	0.06%	197
2020 Q3	–	Sell	-29,056	Closed	-$1.57M	–	174
2020 Q2	$1.57M	Buy	+29,056	New	+$1.49M	0.94%	23

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

Advisor OS's XLC Position: Q2 2026 in Review

Advisor OS reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 47% in Q2 2026, selling an estimated $530K and leaving 5,302 shares worth $568K. The position accounts for 0.04% of the portfolio, ranked #288.

Advisor OS first reported a position in XLC in Q2 2020 and has held it in 16 quarters since. The position peaked at $7.17M in Q3 2024. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Advisor OS held 5,302 shares of State Street Communication Services Select Sector SPDR ETF worth $568K as of Q2 2026.
Advisor OS sold 4,649 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $530K.
State Street Communication Services Select Sector SPDR ETF made up 0.04% of Advisor OS's portfolio in Q2 2026, its #288 holding.
Advisor OS first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 16 quarters since.
Advisor OS's State Street Communication Services Select Sector SPDR ETF position peaked at $7.17M in Q3 2024.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.