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

Avestar Capital’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	$245K	Sell	2,290 -228	-9%	-$26K	0.01%	498
2026 Q1	$279K	Sell	2,518 -78,890	-97%	-$9.13M	0.02%	453
2025 Q4	$9.58M	Buy	81,408 +1,181	+1%	+$136K	0.62%	26
2025 Q3	$9.5M	Sell	80,227 -6,894	-8%	-$766K	0.62%	27
2025 Q2	$9.46M	Buy	87,121 +11,489	+15%	+$1.13M	0.65%	29
2025 Q1	$7.29M	Sell	75,632 -4,358	-5%	-$435K	0.63%	26
2024 Q4	$7.74M	Buy	79,990 +113	+0.1%	+$10.8K	0.66%	26
2024 Q3	$7.22M	Sell	79,877 -3,808	-5%	-$328K	0.74%	29
2024 Q2	$7.17M	Sell	83,685 -677	-0.8%	-$55.8K	0.74%	31
2024 Q1	$6.89M	Buy	84,362 +15,898	+23%	+$1.24M	0.72%	32
2023 Q4	$4.97M	Sell	68,464 -3,436	-5%	-$236K	0.56%	35
2023 Q3	$4.71M	Sell	71,900 -9,843	-12%	-$657K	0.67%	38
2023 Q2	$5.32M	Sell	81,743 -3,058	-4%	-$186K	0.85%	31
2023 Q1	$4.92M	Buy	+84,801	New	+$4.61M	0.88%	32
2021 Q4	–	Sell	-2,525	Closed	-$202K	–	509
2021 Q3	$202K	Sell	2,525 -765	-23%	-$63.3K	0.03%	436
2021 Q2	$266K	Hold	3,290	–	–	0.04%	354
2021 Q1	$253K	Buy	+3,290	New	+$234K	0.06%	274
2019 Q3	–	Sell	-2,675	Closed	-$130K	–	857
2019 Q2	$130K	Hold	2,675	–	–	0.08%	156
2019 Q1	$125K	Hold	2,675	–	–	0.08%	163
2018 Q4	$110K	Hold	2,675	–	–	0.08%	168
2018 Q3	$130K	Hold	2,675	–	–	0.08%	168
2018 Q2	$132K	Buy	+2,675	New	+$133K	0.08%	164

Other funds holding XLC

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Avestar Capital's XLC Position: Q2 2026 in Review

Avestar Capital reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 9.1% in Q2 2026, selling an estimated $26K and leaving 2,290 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #498.

Avestar Capital first reported a position in XLC in Q2 2018 and has held it in 22 quarters since. The position peaked at $9.58M in Q4 2025. 516 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Avestar Capital held 2,290 shares of State Street Communication Services Select Sector SPDR ETF worth $245K as of Q2 2026.
Avestar Capital sold 228 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $26K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Avestar Capital's portfolio in Q2 2026, its #498 holding.
Avestar Capital first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2018 and has held it in 22 quarters since.
Avestar Capital's State Street Communication Services Select Sector SPDR ETF position peaked at $9.58M in Q4 2025.
516 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.