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 Q3	$377K	Hold	3,397	–	–	0.03%	149
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%	-$10K	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 $4.53B AUM 12.98% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Amplius Wealth Advisors's XLC Position: Q3 2026 in Review

Amplius Wealth Advisors held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q3 2026 at 3,397 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #149.

Amplius Wealth Advisors first reported a position in XLC in Q4 2021 and has held it in 18 quarters since. The position peaked at $432K in Q2 2025. 393 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Amplius Wealth Advisors held 3,397 shares of State Street Communication Services Select Sector SPDR ETF worth $377K as of Q3 2026.
Amplius Wealth Advisors left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of Amplius Wealth Advisors's portfolio in Q3 2026, its #149 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 18 quarters since.
Amplius Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $432K in Q2 2025.
393 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.