Avior Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Avior Wealth Management’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	$1.18M	Sell	11,043 -12	-0.1%	-$1.37K	0.03%	328
2026 Q1	$1.23M	Sell	11,055 -493	-4%	-$57.1K	0.03%	314
2025 Q4	$1.36M	Sell	11,548 -1,150	-9%	-$132K	0.04%	257
2025 Q3	$1.5M	Sell	12,698 -1,645	-11%	-$183K	0.05%	231
2025 Q2	$1.56M	Buy	14,343 +1	+0%	+$99	0.05%	210
2025 Q1	$1.38M	Sell	14,342 -59	-0.4%	-$5.89K	0.05%	218
2024 Q4	$1.39M	Sell	14,401 -684	-5%	-$65.2K	0.05%	228
2024 Q3	$1.36M	Sell	15,085 -732	-5%	-$63.1K	0.05%	226
2024 Q2	$1.35M	Buy	15,817 +84	+0.5%	+$6.92K	0.06%	217
2024 Q1	$1.28M	Buy	15,733 +15,720	+120,923%	+$1.22M	0.06%	235
2023 Q4	$944	Sell	13 -400	-97%	-$27.5K	﹤0.01%	1381
2023 Q3	$27.1K	Hold	413	–	–	﹤0.01%	895
2023 Q2	$26.9K	Hold	413	–	–	﹤0.01%	885
2023 Q1	$23.9K	Hold	413	–	–	﹤0.01%	917
2022 Q4	$19.8K	Hold	413	–	–	﹤0.01%	757
2022 Q3	$19K	Buy	413 +400	+3,077%	+$22K	﹤0.01%	751
2022 Q2	$0	Hold	13	–	–	﹤0.01%	1244
2022 Q1	$0	Hold	13	–	–	﹤0.01%	1256
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	1066
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	1037
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	1008
2021 Q1	$0	Buy	+13	New	+$925	﹤0.01%	1151

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

Avior Wealth Management's XLC Position: Q2 2026 in Review

Avior Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.11% in Q2 2026, selling an estimated $1.37K and leaving 11,043 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #328.

Avior Wealth Management first reported a position in XLC in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.56M in Q2 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Avior Wealth Management held 11,043 shares of State Street Communication Services Select Sector SPDR ETF worth $1.18M as of Q2 2026.
Avior Wealth Management sold 12 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $1.37K.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #328 holding.
Avior Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Avior Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $1.56M in Q2 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.