Cape Investment Advisory’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Cape Investment Advisory’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	$26.7K	Buy	+249	New	+$28.4K	0.01%	652
2026 Q1	–	Sell	-473	Closed	-$55.7K	–	1235
2025 Q4	$55.7K	Buy	473 +403	+576%	+$46.4K	0.02%	392
2025 Q3	$8.29K	Hold	70	–	–	0.01%	441
2025 Q2	$7.6K	Buy	70 +60	+600%	+$5.91K	﹤0.01%	680
2025 Q1	$965	Sell	10 -33	-77%	-$3.3K	﹤0.01%	975
2024 Q4	$4.16K	Buy	43 +33	+330%	+$3.15K	﹤0.01%	784
2024 Q3	$904	Sell	10 -73	-88%	-$6.29K	﹤0.01%	878
2024 Q2	$7.11K	Sell	83 -125	-60%	-$10.3K	﹤0.01%	587
2024 Q1	$17K	Buy	208 +125	+151%	+$9.74K	0.01%	461
2023 Q4	$6.03K	Buy	83 +37	+80%	+$2.55K	﹤0.01%	750
2023 Q3	$3.02K	Hold	46	–	–	﹤0.01%	749
2023 Q2	$2.99K	Hold	46	–	–	﹤0.01%	731
2023 Q1	$2.67K	Buy	+46	New	+$2.5K	﹤0.01%	777

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

Cape Investment Advisory's XLC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 249 shares worth $26.7K. The stake represents 0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in XLC as recently as Q4 2025.

Cape Investment Advisory first reported a position in XLC in Q1 2023 and has held it in 13 quarters since. The position peaked at $55.7K in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Cape Investment Advisory held 249 shares of State Street Communication Services Select Sector SPDR ETF worth $26.7K as of Q2 2026.
State Street Communication Services Select Sector SPDR ETF was a new Cape Investment Advisory position in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #652 holding.
Cape Investment Advisory first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's State Street Communication Services Select Sector SPDR ETF position peaked at $55.7K in Q4 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.