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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34K	Sell	326 -160	-33%	-$18.2K	0.01%	298
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 $1.55T 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

Avion Wealth's XLC Position: Q2 2026 in Review

Avion Wealth reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 33% in Q2 2026, selling an estimated $18.2K and leaving 326 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #298.

Avion Wealth first reported a position in XLC in Q4 2020 and has held it in 23 quarters since. The position peaked at $155K in Q3 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Avion Wealth held 326 shares of State Street Communication Services Select Sector SPDR ETF worth $34K as of Q2 2026.
Avion Wealth sold 160 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $18.2K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #298 holding.
Avion Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Avion Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $155K in Q3 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.