Avantax Advisory Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Avantax Advisory Services’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
2025 Q2	$13M	Buy	119,830 +98,679	+467%	+$9.72M	0.07%	209
2025 Q1	$2.04M	Buy	21,151 +2,381	+13%	+$238K	0.01%	728
2024 Q4	$1.82M	Sell	18,770 -6,648	-26%	-$634K	0.01%	754
2024 Q3	$2.3M	Sell	25,418 -113,727	-82%	-$9.81M	0.02%	633
2024 Q2	$11.9M	Buy	139,145 +30,192	+28%	+$2.49M	0.09%	180
2024 Q1	$8.9M	Buy	108,953 +12,700	+13%	+$989K	0.08%	199
2023 Q4	$6.99M	Buy	96,253 +4,608	+5%	+$317K	0.07%	220
2023 Q3	$6.01M	Buy	91,645 +14,555	+19%	+$971K	0.07%	217
2023 Q2	$5.02M	Buy	77,090 +30,809	+67%	+$1.88M	0.06%	249
2023 Q1	$2.68M	Sell	46,281 -3,887	-8%	-$211K	0.03%	361
2022 Q4	$2.41M	Sell	50,168 -8,978	-15%	-$440K	0.03%	370
2022 Q3	$2.83M	Buy	59,146 +51	+0.1%	+$2.81K	0.04%	310
2022 Q2	$3.21M	Buy	59,095 +38,811	+191%	+$2.34M	0.05%	278
2022 Q1	$1.39M	Buy	20,284 +3,219	+19%	+$227K	0.02%	456
2021 Q4	$1.33M	Buy	17,065 +3,953	+30%	+$313K	0.02%	450
2021 Q3	$1.05M	Buy	13,112 +516	+4%	+$42.7K	0.02%	471
2021 Q2	$1.02M	Sell	12,596 -925	-7%	-$72K	0.02%	467
2021 Q1	$995K	Buy	13,521 +284	+2%	+$20.2K	0.02%	430
2020 Q4	$892K	Sell	13,237 -8,831	-40%	-$562K	0.02%	402
2020 Q3	$1.31M	Buy	22,068 +15,304	+226%	+$906K	0.02%	457
2020 Q2	$365K	Buy	6,764 +199	+3%	+$10.2K	0.01%	572
2020 Q1	$290K	Buy	+6,565	New	+$340K	0.01%	586

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Avantax Advisory Services's XLC Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 467% in Q2 2025, buying an estimated $9.72M and bringing the position to 119,830 shares worth $13M. The position accounts for 0.07% of the portfolio, ranked #209.

Avantax Advisory Services first reported a position in XLC in Q1 2020 and has held it in 22 quarters since. 1,112 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

Avantax Advisory Services held 119,830 shares of State Street Communication Services Select Sector SPDR ETF worth $13M as of Q2 2025.
Avantax Advisory Services bought 98,679 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $9.72M.
State Street Communication Services Select Sector SPDR ETF made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #209 holding.
Avantax Advisory Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2020 and has held it in 22 quarters since.
1,112 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.