Beaumont Financial Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Beaumont Financial Advisors’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	$997K	Sell	9,311 -37	-0.4%	-$4.22K	0.06%	172
2026 Q1	$1.04M	Buy	9,348 +91	+1%	+$10.5K	0.07%	160
2025 Q4	$1.09M	Buy	9,257 +36	+0.4%	+$4.14K	0.07%	158
2025 Q3	$1.09M	Sell	9,221 -298	-3%	-$33.1K	0.07%	157
2025 Q2	$1.03M	Sell	9,519 -18,014	-65%	-$1.77M	0.07%	149
2025 Q1	$2.66M	Sell	27,533 -1,310	-5%	-$131K	0.21%	77
2024 Q4	$2.79M	Buy	28,843 +985	+4%	+$93.9K	0.21%	75
2024 Q3	$2.52M	Buy	27,858 +1,153	+4%	+$99.4K	0.2%	74
2024 Q2	$2.29M	Sell	26,705 -338	-1%	-$27.9K	0.18%	82
2024 Q1	$2.21M	Sell	27,043 -3,964	-13%	-$309K	0.18%	77
2023 Q4	$2.25M	Sell	31,007 -19,485	-39%	-$1.34M	0.21%	73
2023 Q3	$3.31M	Sell	50,492 -1,112	-2%	-$74.2K	0.33%	54
2023 Q2	$3.36M	Buy	51,604 +39,981	+344%	+$2.44M	0.31%	57
2023 Q1	$674K	Buy	+11,623	New	+$631K	0.07%	153
2022 Q2	–	Sell	-3,428	Closed	-$236K	–	372
2022 Q1	$236K	Sell	3,428 -11,427	-77%	-$805K	0.02%	324
2021 Q4	$1.15M	Sell	14,855 -1,882	-11%	-$149K	0.08%	130
2021 Q3	$1.34M	Buy	16,737 +1,210	+8%	+$100K	0.1%	118
2021 Q2	$1.26M	Sell	15,527 -5,114	-25%	-$398K	0.1%	123
2021 Q1	$1.51M	Sell	20,641 -1,484	-7%	-$106K	0.13%	108
2020 Q4	$1.49M	Buy	22,125 +3,430	+18%	+$218K	0.13%	111
2020 Q3	$1.11M	Sell	18,695 -10,316	-36%	-$611K	0.11%	136
2020 Q2	$1.57M	Buy	29,011 +19,250	+197%	+$988K	0.16%	102
2020 Q1	$431K	Sell	9,761 -11,567	-54%	-$598K	0.05%	157
2019 Q4	$1.14M	Sell	21,328 -8,964	-30%	-$462K	0.11%	123
2019 Q3	$1.5M	Sell	30,292 -4,493	-13%	-$225K	0.15%	104
2019 Q2	$1.71M	Sell	34,785 -459,658	-93%	-$22.3M	0.18%	90
2019 Q1	$23.1M	Buy	+494,443	New	+$22.5M	2.48%	4
2018 Q4	–	Sell	-601,574	Closed	-$29.5M	–	242
2018 Q3	$29.5M	Sell	601,574 -283,216	-32%	-$14M	2.94%	3
2018 Q2	$43.8M	Buy	+884,790	New	+$44.1M	4.64%	1

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

Beaumont Financial Advisors's XLC Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.4% in Q2 2026, selling an estimated $4.22K and leaving 9,311 shares worth $997K. The position accounts for 0.06% of the portfolio, ranked #172.

Beaumont Financial Advisors first reported a position in XLC in Q2 2018 and has held it in 29 quarters since. The position peaked at $43.8M in Q2 2018. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Beaumont Financial Advisors held 9,311 shares of State Street Communication Services Select Sector SPDR ETF worth $997K as of Q2 2026.
Beaumont Financial Advisors sold 37 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $4.22K.
State Street Communication Services Select Sector SPDR ETF made up 0.06% of Beaumont Financial Advisors's portfolio in Q2 2026, its #172 holding.
Beaumont Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2018 and has held it in 29 quarters since.
Beaumont Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $43.8M in Q2 2018.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.