Aventura Private Wealth’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Aventura Private Wealth’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	$60.2K	Sell	562 -456	-45%	-$52K	0.02%	313
2026 Q1	$113K	Buy	1,018 +70	+7%	+$8.1K	0.04%	209
2025 Q4	$112K	Hold	948	–	–	0.04%	205
2025 Q3	$112K	Hold	948	–	–	0.04%	206
2025 Q2	$103K	Buy	948 +397	+72%	+$39.1K	0.04%	201
2025 Q1	$53.1K	Hold	551	–	–	0.03%	265
2024 Q4	$53.3K	Buy	+551	New	+$52.5K	0.03%	254

Other funds holding XLC

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

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return