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Avion Wealth’s
State Street Communication Services Select Sector SPDR ETF
XLC
Stock Holding History
Avion Wealth’s Portfolio
XLC Stock Details
XLC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$53K
Buy
486
+316
+186%
+$36.6K
0.01%
205
2025
Q4
$20K
Sell
170
-1,141
-87%
-$131K
﹤0.01%
351
2025
Q3
$155K
Hold
1,311
–
–
0.03%
120
2025
Q2
$142K
Hold
1,311
–
–
0.03%
112
2025
Q1
$126K
Hold
1,311
–
–
0.03%
120
2024
Q4
$126K
Sell
1,311
-75
-5%
-$7.15K
0.03%
120
2024
Q3
$125K
Buy
1,386
+2
+0.1%
+$172
0.03%
107
2024
Q2
$118K
Buy
1,384
+398
+40%
+$32.8K
0.03%
104
2024
Q1
$81K
Hold
986
–
–
0.02%
132
2023
Q4
$72K
Hold
986
–
–
0.02%
134
2023
Q3
$64K
Hold
986
–
–
0.02%
136
2023
Q2
$64K
Hold
986
–
–
0.02%
146
2023
Q1
$47K
Hold
986
–
–
0.01%
149
2022
Q4
$47K
Hold
986
–
–
0.01%
149
2022
Q3
$47K
Hold
986
–
–
0.01%
151
2022
Q2
$53K
Buy
986
+1
+0.1%
+$60
0.02%
139
2022
Q1
$68K
Hold
985
–
–
0.02%
110
2021
Q4
$77K
Hold
985
–
–
0.02%
102
2021
Q3
$79K
Hold
985
–
–
0.02%
93
2021
Q2
$80K
Buy
985
+30
+3%
+$2.34K
0.02%
93
2021
Q1
$70K
Hold
955
–
–
0.02%
102
2020
Q4
$64K
Buy
+955
New
+$60.8K
0.02%
106
Other funds holding XLC
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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