Arete 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
Sell
-11,878
Closed -$1.4M 757
2025
Q4
$1.4M Buy
11,878
+400
+3% +$46K 0.09% 232
2025
Q3
$1.36M Buy
11,478
+13
+0.1% +$1.45K 0.09% 224
2025
Q2
$1.24M Sell
11,465
-263
-2% -$25.9K 0.09% 225
2025
Q1
$1.13M Buy
11,728
+4,115
+54% +$411K 0.09% 234
2024
Q4
$739K Buy
7,613
+12
+0.2% +$1.14K 0.05% 314
2024
Q3
$684K Buy
+7,601
New +$655K 0.06% 295
2024
Q1
Sell
-14,186
Closed -$1.03M 753
2023
Q4
$1.03M Buy
+14,186
New +$976K 0.08% 245
2023
Q3
Sell
-3,885
Closed -$253K 740
2023
Q2
$253K Buy
+3,885
New +$237K 0.02% 537
2022
Q4
Sell
-6,868
Closed -$329K 716
2022
Q3
$329K Buy
+6,868
New +$378K 0.03% 384
2022
Q2
Sell
-3,665
Closed -$252K 571
2022
Q1
$252K Buy
+3,665
New +$258K 0.02% 422
2021
Q1
Sell
-6,738
Closed -$454K 451
2020
Q4
$454K Sell
6,738
-256
-4% -$16.3K 0.06% 246
2020
Q3
$413K Sell
6,994
-2,785
-28% -$165K 0.06% 240
2020
Q2
$528K Buy
+9,779
New +$502K 0.09% 213

Other funds holding XLC

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

Arete Wealth Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 11,878 shares — an estimated $1.4M sold.

Arete Wealth Advisors first reported a position in XLC in Q2 2020 and held it in 13 quarters. The position peaked at $1.4M in Q4 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Arete Wealth Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 11,878 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $1.4M.
  • Arete Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and held it in 13 quarters.
  • Arete Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $1.4M in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.