Atlas Capital Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Atlas Capital 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	$8.28M	Sell	77,321 -5,000	-6%	-$570K	0.91%	28
2026 Q1	$9.13M	Sell	82,321 -7,052	-8%	-$816K	1.04%	20
2025 Q4	$10.5M	Buy	+89,373	New	+$10.3M	1.17%	14
2025 Q2	$9.01M	Sell	83,006 -12,440	-13%	-$1.23M	1.1%	19
2025 Q1	$9.21M	Buy	95,446 +1,685	+2%	+$168K	1.15%	16
2024 Q4	$9.08M	Buy	93,761 +9,429	+11%	+$899K	1.15%	20
2024 Q3	$7.62M	Sell	84,332 -24,418	-22%	-$2.11M	1.16%	22
2024 Q2	$9.32M	Sell	108,750 -14,627	-12%	-$1.21M	1.21%	19
2024 Q1	$10.1M	Buy	123,377 +32,538	+36%	+$2.53M	1.57%	14
2023 Q4	$6.6M	Sell	90,839 -16,438	-15%	-$1.13M	0.96%	24
2023 Q3	$7.03M	Buy	107,277 +37	+0%	+$2.47K	1.16%	20
2023 Q2	$6.98M	Buy	107,240 +22,103	+26%	+$1.35M	1.06%	23
2023 Q1	$4.94M	Buy	85,137 +34,392	+68%	+$1.87M	0.78%	33
2022 Q4	$2.44M	Sell	50,745 -15,309	-23%	-$750K	0.41%	50
2022 Q3	$3.16M	Buy	66,054 +3,991	+6%	+$220K	0.58%	42
2022 Q2	$3.37M	Buy	62,063 +5,077	+9%	+$306K	0.57%	43
2022 Q1	$3.92M	Buy	56,986 +4,085	+8%	+$288K	0.61%	41
2021 Q4	$4.11M	Sell	52,901 -4,782	-8%	-$378K	0.61%	40
2021 Q3	$4.62M	Sell	57,683 -1,648	-3%	-$136K	0.74%	35
2021 Q2	$4.8M	Sell	59,331 -2,893	-5%	-$225K	0.8%	28
2021 Q1	$4.56M	Buy	62,224 +1,751	+3%	+$125K	0.89%	26
2020 Q4	$4.08M	Buy	60,473 +353	+0.6%	+$22.5K	0.86%	28
2020 Q3	$3.57M	Sell	60,120 -3,616	-6%	-$214K	0.85%	27
2020 Q2	$3.44M	Buy	63,736 +24,453	+62%	+$1.26M	0.81%	25
2020 Q1	$1.74M	Buy	39,283 +9,764	+33%	+$505K	0.52%	39
2019 Q4	$1.58M	Buy	29,519 +1,789	+6%	+$92.2K	0.39%	62
2019 Q3	$1.37M	Buy	27,730 +6,637	+31%	+$332K	0.41%	66
2019 Q2	$1.04M	Sell	21,093 -735	-3%	-$35.7K	0.34%	76
2019 Q1	$1.02M	Buy	21,828 +212	+1%	+$9.66K	0.37%	79
2018 Q4	$892K	Buy	+21,616	New	+$969K	0.36%	75

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

Atlas Capital Advisors's XLC Position: Q2 2026 in Review

Atlas Capital Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.1% in Q2 2026, selling an estimated $570K and leaving 77,321 shares worth $8.28M. The position accounts for 0.91% of the portfolio, ranked #28.

Atlas Capital Advisors first reported a position in XLC in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.5M in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Atlas Capital Advisors held 77,321 shares of State Street Communication Services Select Sector SPDR ETF worth $8.28M as of Q2 2026.
Atlas Capital Advisors sold 5,000 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $570K.
State Street Communication Services Select Sector SPDR ETF made up 0.91% of Atlas Capital Advisors's portfolio in Q2 2026, its #28 holding.
Atlas Capital Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Atlas Capital Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $10.5M in Q4 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.