Belpointe Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Belpointe Asset 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	$1.06M	Buy	9,938 +4,690	+89%	+$534K	0.03%	477
2026 Q1	$582K	Sell	5,248 -4,304	-45%	-$498K	0.02%	641
2025 Q4	$1.12M	Buy	9,552 +1,635	+21%	+$188K	0.04%	380
2025 Q3	$937K	Buy	7,917 +1,541	+24%	+$171K	0.04%	429
2025 Q2	$692K	Sell	6,376 -15,932	-71%	-$1.57M	0.03%	467
2025 Q1	$2.15M	Sell	22,308 -65,979	-75%	-$6.59M	0.11%	163
2024 Q4	$7.71M	Buy	88,287 +77,745	+737%	+$7.41M	0.46%	37
2024 Q3	$953K	Sell	10,542 -12,266	-54%	-$1.06M	0.06%	327
2024 Q2	$1.95M	Buy	22,808 +9,687	+74%	+$798K	0.14%	147
2024 Q1	$1.07M	Sell	13,121 -35,672	-73%	-$2.78M	0.08%	245
2023 Q4	$3.55M	Sell	48,793 -26,653	-35%	-$1.83M	0.31%	57
2023 Q3	$4.95M	Buy	75,446 +67,983	+911%	+$4.53M	0.51%	33
2023 Q2	$486K	Sell	7,463 -5,712	-43%	-$348K	0.05%	320
2023 Q1	$764K	Buy	13,175 +8,736	+197%	+$475K	0.04%	409
2022 Q4	$213K	Sell	4,439 -8,042	-64%	-$394K	0.01%	872
2022 Q3	$597K	Sell	12,481 -507	-4%	-$27.9K	0.04%	445
2022 Q2	$705K	Sell	12,988 -2,415	-16%	-$145K	0.05%	384
2022 Q1	$1.06M	Sell	15,403 -1,453	-9%	-$102K	0.06%	313
2021 Q4	$1.31M	Sell	16,856 -11,508	-41%	-$910K	0.08%	248
2021 Q3	$2.27M	Buy	28,364 +12,329	+77%	+$1.02M	0.15%	138
2021 Q2	$1.3M	Buy	16,035 +8,475	+112%	+$660K	0.09%	236
2021 Q1	$554K	Buy	7,560 +2,226	+42%	+$158K	0.05%	401
2020 Q4	$360K	Buy	5,334 +2,245	+73%	+$143K	0.03%	495
2020 Q3	$183K	Sell	3,089 -2,843	-48%	-$168K	0.02%	580
2020 Q2	$320K	Buy	+5,932	New	+$305K	0.04%	391
2020 Q1	–	Sell	-5,826	Closed	-$313K	–	809
2019 Q4	$313K	Sell	5,826 -908	-13%	-$46.8K	0.04%	433
2019 Q3	$333K	Buy	6,734 +2,684	+66%	+$134K	0.05%	374
2019 Q2	$199K	Buy	+4,050	New	+$197K	0.04%	414

Other funds holding XLC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Belpointe Asset Management's XLC Position: Q2 2026 in Review

Belpointe Asset Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 89% in Q2 2026, buying an estimated $534K and bringing the position to 9,938 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #477.

Belpointe Asset Management first reported a position in XLC in Q2 2019 and has held it in 28 quarters since. The position peaked at $7.71M in Q4 2024. 524 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Belpointe Asset Management held 9,938 shares of State Street Communication Services Select Sector SPDR ETF worth $1.06M as of Q2 2026.
Belpointe Asset Management bought 4,690 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $534K.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #477 holding.
Belpointe Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and has held it in 28 quarters since.
Belpointe Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $7.71M in Q4 2024.
524 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.