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

AmeriServ Wealth 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	$406K	Sell	3,790 -954	-20%	-$109K	0.27%	40
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

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

AmeriServ Wealth Advisors's XLC Position: Q2 2026 in Review

AmeriServ Wealth Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 20% in Q2 2026, selling an estimated $109K and leaving 3,790 shares worth $406K. The position accounts for 0.27% of the portfolio, ranked #40.

AmeriServ Wealth Advisors first reported a position in XLC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.9M in Q2 2025. 1,158 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

AmeriServ Wealth Advisors held 3,790 shares of State Street Communication Services Select Sector SPDR ETF worth $406K as of Q2 2026.
AmeriServ Wealth Advisors sold 954 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $109K.
State Street Communication Services Select Sector SPDR ETF made up 0.27% of AmeriServ Wealth Advisors's portfolio in Q2 2026, its #40 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 6 quarters since.
AmeriServ Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $2.9M in Q2 2025.
1,158 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.