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

Amplius 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	$364K	Sell	3,397 -174	-5%	-$19.8K	0.03%	154
2026 Q1	$396K	Hold	3,571	–	–	0.03%	124
2025 Q4	$420K	Hold	3,571	–	–	0.04%	119
2025 Q3	$423K	Sell	3,571 -405	-10%	-$45K	0.04%	121
2025 Q2	$432K	Hold	3,976	–	–	0.04%	132
2025 Q1	$383K	Hold	3,976	–	–	0.04%	126
2024 Q4	$385K	Sell	3,976 -210	-5%	-$20K	0.04%	122
2024 Q3	$378K	Hold	4,186	–	–	0.04%	114
2024 Q2	$359K	Sell	4,186 -37	-0.9%	-$3.05K	0.04%	117
2024 Q1	$345K	Sell	4,223 -128	-3%	-$9.97K	0.04%	118
2023 Q4	$316K	Buy	4,351 +98	+2%	+$6.74K	0.04%	122
2023 Q3	$279K	Sell	4,253 -63	-1%	-$4.2K	0.04%	125
2023 Q2	$281K	Sell	4,316 -23	-0.5%	-$1.4K	0.04%	128
2023 Q1	$252K	Buy	+4,339	New	+$236K	0.04%	138
2022 Q4	–	Sell	-6,419	Closed	-$307K	–	198
2022 Q3	$307K	Sell	6,419 -603	-9%	-$33.2K	0.05%	116
2022 Q2	$381K	Buy	+7,022	New	+$423K	0.06%	115
2022 Q1	–	Sell	-20	Closed	-$1K	–	935
2021 Q4	$1K	Buy	+20	New	+$1.58K	﹤0.01%	917

Other funds holding XLC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Amplius Wealth Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4.9% in Q2 2026, selling an estimated $19.8K and leaving 3,397 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #154.

Amplius Wealth Advisors first reported a position in XLC in Q4 2021 and has held it in 17 quarters since. The position peaked at $432K in Q2 2025. 320 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Amplius Wealth Advisors held 3,397 shares of State Street Communication Services Select Sector SPDR ETF worth $364K as of Q2 2026.
Amplius Wealth Advisors sold 174 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $19.8K.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #154 holding.
Amplius Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
Amplius Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $432K in Q2 2025.
320 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.