Avidian Wealth Enterprises’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Avidian Wealth Enterprises’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	$1.2M	Hold	11,248	–	–	0.03%	284
2026 Q1	$1.25M	Sell	11,248 -64	-0.6%	-$7.41K	0.04%	261
2025 Q4	$1.33M	Buy	11,312 +1	+0%	+$115	0.05%	185
2025 Q3	$1.34M	Sell	11,311 -178	-2%	-$19.8K	0.05%	182
2025 Q2	$1.25M	Sell	11,489 -171	-1%	-$16.8K	0.05%	179
2025 Q1	$1.12M	Buy	11,660 +1,266	+12%	+$126K	0.05%	180
2024 Q4	$1.01M	Sell	10,394 -104	-1%	-$9.92K	0.05%	186
2024 Q3	$949K	Buy	10,498 +4,463	+74%	+$385K	0.04%	199
2024 Q2	$517K	Buy	6,035 +1,285	+27%	+$106K	0.02%	289
2024 Q1	$388K	Buy	4,750 +512	+12%	+$39.9K	0.02%	312
2023 Q4	$308K	Buy	+4,238	New	+$292K	0.02%	333
2022 Q1	–	Sell	-3,907	Closed	-$304K	–	584
2021 Q4	$304K	Buy	3,907 +105	+3%	+$8.3K	0.02%	397
2021 Q3	$305K	Buy	3,802 +1,068	+39%	+$88.4K	0.02%	294
2021 Q2	$221K	Buy	+2,734	New	+$213K	0.02%	355
2021 Q1	–	Sell	-3,818	Closed	-$258K	–	407
2020 Q4	$258K	Sell	3,818 -8,613	-69%	-$548K	0.02%	275
2020 Q3	$738K	Sell	12,431 -16,766	-57%	-$993K	0.08%	116
2020 Q2	$1.58M	Sell	29,197 -17,735	-38%	-$910K	0.21%	71
2020 Q1	$2.08M	Buy	46,932 +8,352	+22%	+$432K	0.33%	41
2019 Q4	$2.07M	Buy	38,580 +18,335	+91%	+$944K	0.29%	39
2019 Q3	$1M	Sell	20,245 -14,865	-42%	-$744K	0.17%	57
2019 Q2	$1.73M	Sell	35,110 -23,059	-40%	-$1.12M	0.41%	23
2019 Q1	$2.72M	Sell	58,169 -40,688	-41%	-$1.85M	0.6%	23
2018 Q4	$4.08M	Buy	+98,857	New	+$4.43M	1.42%	17

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

Avidian Wealth Enterprises's XLC Position: Q2 2026 in Review

Avidian Wealth Enterprises held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 11,248 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #284.

Avidian Wealth Enterprises first reported a position in XLC in Q4 2018 and has held it in 23 quarters since. The position peaked at $4.08M in Q4 2018. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Avidian Wealth Enterprises held 11,248 shares of State Street Communication Services Select Sector SPDR ETF worth $1.2M as of Q2 2026.
Avidian Wealth Enterprises left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #284 holding.
Avidian Wealth Enterprises first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 23 quarters since.
Avidian Wealth Enterprises's State Street Communication Services Select Sector SPDR ETF position peaked at $4.08M in Q4 2018.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.