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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.43M Buy
88,050
+3,053
+4% +$348K 2.94% 13
2026
Q1
$9.42M Sell
84,997
-1,826
-2% -$211K 3.35% 12
2025
Q4
$10.2M Sell
86,823
-2,285
-3% -$263K 3.86% 11
2025
Q3
$10.5M Sell
89,108
-3,851
-4% -$428K 4.03% 10
2025
Q2
$10.1M Sell
92,959
-4,350
-4% -$428K 4.08% 10
2025
Q1
$9.39M Sell
97,309
-1,465
-1% -$146K 3.96% 10
2024
Q4
$9.56M Sell
98,774
-203
-0.2% -$19.4K 3.98% 10
2024
Q3
$8.95M Sell
98,977
-28,160
-22% -$2.43M 3.68% 10
2024
Q2
$10.9M Sell
127,137
-8,992
-7% -$741K 4.72% 8
2024
Q1
$9.89M Hold
136,129
4.71% 9
2023
Q4
$9.89M Sell
136,129
-29,132
-18% -$2M 4.71% 9
2023
Q3
$10.8M Buy
165,261
+25,555
+18% +$1.7M 5.23% 7
2023
Q2
$9.09M Buy
139,706
+1,691
+1% +$103K 3.86% 10
2023
Q1
$8M Buy
138,015
+13,686
+11% +$743K 3.23% 14
2022
Q4
$5.97M Buy
124,329
+8,251
+7% +$404K 2.57% 14
2022
Q3
$5.56M Buy
116,078
+6,148
+6% +$338K 2.55% 15
2022
Q2
$5.97M Buy
109,930
+3,710
+3% +$223K 2.63% 14
2022
Q1
$7.31M Buy
106,220
+2,394
+2% +$169K 2.84% 14
2021
Q4
$8.06M Buy
103,826
+1,981
+2% +$157K 3.03% 13
2021
Q3
$8.16M Buy
101,845
+786
+0.8% +$65.1K 3.27% 13
2021
Q2
$8.18M Buy
101,059
+2,036
+2% +$159K 3.33% 11
2021
Q1
$7.26M Buy
99,023
+6,208
+7% +$442K 3.16% 13
2020
Q4
$6.26M Sell
92,815
-96
-0.1% -$6.11K 3.24% 9
2020
Q3
$5.02M Sell
92,911
-176
-0.2% -$10.4K 2.91% 12
2020
Q2
$4.12M Sell
93,087
-13,002
-12% -$667K 2.65% 12
2020
Q1
$5.69M Hold
106,089
2.72% 10
2019
Q4
$5.69M Sell
106,089
-1,274
-1% -$65.6K 2.72% 10
2019
Q3
$5.32M Buy
107,363
+15,594
+17% +$781K 2.6% 11
2019
Q2
$4.52M Buy
91,769
+41,368
+82% +$2.01M 2.26% 11
2019
Q1
$2.36M Buy
+50,401
New +$2.3M 1.26% 13

Other funds holding XLC

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

Biltmore Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.6% in Q2 2026, buying an estimated $348K and bringing the position to 88,050 shares worth $9.43M. The position accounts for 2.94% of the portfolio, ranked #13.

Biltmore Wealth Management first reported a position in XLC in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.9M in Q2 2024. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Biltmore Wealth Management held 88,050 shares of State Street Communication Services Select Sector SPDR ETF worth $9.43M as of Q2 2026.
  • Biltmore Wealth Management bought 3,053 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $348K.
  • State Street Communication Services Select Sector SPDR ETF made up 2.94% of Biltmore Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Biltmore Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
  • Biltmore Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $10.9M in Q2 2024.
  • 1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.