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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$526K Sell
4,744
-1,170
-20% -$135K 0.34% 35
2025
Q4
$696K Sell
5,914
-502
-8% -$57.8K 0.4% 30
2025
Q3
$759K Sell
6,416
-20,342
-76% -$2.26M 0.38% 30
2025
Q2
$2.9M Buy
26,758
+256
+1% +$25.2K 1.44% 10
2025
Q1
$2.56M Buy
+26,502
New +$2.65M 1.48% 11

Other funds holding XLC

AmeriServ Wealth Advisors's XLC Position: Q1 2026 in Review

AmeriServ Wealth Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 20% in Q1 2026, selling an estimated $135K and leaving 4,744 shares worth $526K. The position accounts for 0.34% of the portfolio, ranked #35.

AmeriServ Wealth Advisors first reported a position in XLC in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.9M in Q2 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • AmeriServ Wealth Advisors held 4,744 shares of State Street Communication Services Select Sector SPDR ETF worth $526K as of Q1 2026.
  • AmeriServ Wealth Advisors sold 1,170 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $135K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.34% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #35 holding.
  • AmeriServ Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
  • AmeriServ Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $2.9M in Q2 2025.
  • 1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.