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Capital Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Capital Investment 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
Q1 		$77.7M Buy
700,795
+96,239
+16% +$11.1M 1.14% 23
2025
Q4 		$71.2M Buy
604,556
+16,751
+3% +$1.93M 1.08% 25
2025
Q3 		$69.6M Buy
587,805
+23,255
+4% +$2.58M 1.14% 25
2025
Q2 		$61.3M Buy
564,550
+549,642
+3,687% +$54.1M 1.1% 24
2025
Q1 		$1.44M Sell
14,908
-462
-3% -$46.1K 0.03% 268
2024
Q4 		$1.49M Buy
15,370
+959
+7% +$91.4K 0.03% 257
2024
Q3 		$1.3M Sell
14,411
-113
-0.8% -$9.74K 0.03% 270
2024
Q2 		$1.24M Buy
14,524
+415
+3% +$34.2K 0.03% 263
2024
Q1 		$1.15M Sell
14,109
-12,659
-47% -$986K 0.03% 271
2023
Q4 		$1.94M Buy
26,768
+4,912
+22% +$338K 0.05% 189
2023
Q3 		$1.43M Sell
21,856
-1,077
-5% -$71.8K 0.04% 219
2023
Q2 		$1.49M Buy
22,933
+4,636
+25% +$282K 0.05% 193
2023
Q1 		$1.06M Sell
18,297
-992
-5% -$53.9K 0.03% 239
2022
Q4 		$926K Buy
19,289
+1,896
+11% +$92.9K 0.03% 256
2022
Q3 		$833K Sell
17,393
-409
-2% -$22.5K 0.03% 265
2022
Q2 		$966K Buy
17,802
+860
+5% +$51.8K 0.03% 252
2022
Q1 		$1.17M Sell
16,942
-2,276
-12% -$160K 0.04% 246
2021
Q4 		$1.49M Buy
19,218
+199
+1% +$15.7K 0.05% 231
2021
Q3 		$1.52M Buy
19,019
+715
+4% +$59.2K 0.05% 217
2021
Q2 		$1.48M Buy
18,304
+181
+1% +$14.1K 0.05% 215
2021
Q1 		$1.33M Buy
18,123
+680
+4% +$48.4K 0.05% 215
2020
Q4 		$1.18M Buy
17,443
+883
+5% +$56.2K 0.05% 219
2020
Q3 		$984K Buy
16,560
+1,021
+7% +$60.5K 0.05% 228
2020
Q2 		$840K Buy
15,539
+220
+1% +$11.3K 0.04% 243
2020
Q1 		$678K Buy
15,319
+853
+6% +$44.1K 0.04% 246
2019
Q4 		$776K Buy
14,466
+1,018
+8% +$52.4K 0.04% 273
2019
Q3 		$666K Buy
13,448
+32
+0.2% +$1.6K 0.03% 271
2019
Q2 		$660K Buy
13,416
+239
+2% +$11.6K 0.04% 269
2019
Q1 		$616K Buy
13,177
+1,676
+15% +$76.4K 0.04% 271
2018
Q4 		$475K Buy
11,501
+1,324
+13% +$59.3K 0.03% 297
2018
Q3 		$499K Buy
+10,177
New +$503K 0.03% 298

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Capital Investment Advisors's XLC Position: Q1 2026 in Review

Capital Investment Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 16% in Q1 2026, buying an estimated $11.1M and bringing the position to 700,795 shares worth $77.7M. The position accounts for 1.14% of the portfolio, ranked #23.

Capital Investment Advisors first reported a position in XLC in Q3 2018 and has held it in 31 quarters since. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Capital Investment Advisors held 700,795 shares of State Street Communication Services Select Sector SPDR ETF worth $77.7M as of Q1 2026.
  • Capital Investment Advisors bought 96,239 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $11.1M.
  • State Street Communication Services Select Sector SPDR ETF made up 1.14% of Capital Investment Advisors's portfolio in Q1 2026, its #23 holding.
  • Capital Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 31 quarters since.
  • 1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.