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

CAPTRUST 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 		$55.6M Buy
519,179
+179,781
+53% +$20.5M 0.08% 197
2026
Q1 		$37.6M Sell
339,398
-13,436
-4% -$1.56M 0.07% 235
2025
Q4 		$41.5M Buy
352,834
+196,414
+126% +$22.6M 0.08% 206
2025
Q3 		$18.5M Sell
156,420
-1,126
-0.7% -$125K 0.04% 339
2025
Q2 		$17.1M Sell
157,546
-155
-0.1% -$15.3K 0.04% 345
2025
Q1 		$15.2M Sell
157,701
-7,679
-5% -$767K 0.04% 340
2024
Q4 		$16M Buy
165,380
+723
+0.4% +$68.9K 0.05% 282
2024
Q3 		$14.9M Sell
164,657
-3,335
-2% -$288K 0.04% 294
2024
Q2 		$14.4M Sell
167,992
-31,919
-16% -$2.63M 0.05% 277
2024
Q1 		$16.3M Buy
199,911
+974
+0.5% +$75.9K 0.06% 251
2023
Q4 		$14.5M Buy
198,937
+54,365
+38% +$3.74M 0.05% 294
2023
Q3 		$9.48M Buy
144,572
+6,246
+5% +$417K 0.04% 353
2023
Q2 		$9M Sell
138,326
-809
-0.6% -$49.3K 0.04% 352
2023
Q1 		$8.07M Sell
139,135
-39,488
-22% -$2.14M 0.04% 336
2022
Q4 		$8.57M Buy
178,623
+5,448
+3% +$267K 0.04% 322
2022
Q3 		$8.29M Buy
173,175
+13,045
+8% +$718K 0.05% 298
2022
Q2 		$8.69M Sell
160,130
-17,234
-10% -$1.04M 0.06% 272
2022
Q1 		$12.2M Sell
177,364
-3,599
-2% -$254K 0.08% 211
2021
Q4 		$14.1M Buy
180,963
+2,102
+1% +$166K 0.1% 195
2021
Q3 		$14.3M Sell
178,861
-54,071
-23% -$4.48M 0.12% 174
2021
Q2 		$18.9M Buy
232,932
+55,938
+32% +$4.36M 0.18% 135
2021
Q1 		$13M Buy
176,994
+15,252
+9% +$1.09M 0.14% 159
2020
Q4 		$10.9M Buy
161,742
+1,058
+0.7% +$67.3K 0.14% 151
2020
Q3 		$9.68M Sell
160,684
-2,705
-2% -$160K 0.16% 145
2020
Q2 		$9.05M Buy
163,389
+22,079
+16% +$1.13M 0.15% 149
2020
Q1 		$6M Sell
141,310
-6,945
-5% -$359K 0.13% 171
2019
Q4 		$8.04M Buy
148,255
+147,419
+17,634% +$7.59M 0.13% 171
2019
Q3 		$41K Buy
836
+100
+14% +$5.01K ﹤0.01% 1061
2019
Q2 		$36K Buy
736
+70
+11% +$3.4K ﹤0.01% 1099
2019
Q1 		$31K Sell
666
-15,299
-96% -$697K ﹤0.01% 1035
2018
Q4 		$659K Buy
+15,965
New +$716K 0.04% 266

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

CAPTRUST Financial Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 53% in Q2 2026, buying an estimated $20.5M and bringing the position to 519,179 shares worth $55.6M. The position accounts for 0.08% of the portfolio, ranked #197.

CAPTRUST Financial Advisors first reported a position in XLC in Q4 2018 and has held it in 31 quarters since. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • CAPTRUST Financial Advisors held 519,179 shares of State Street Communication Services Select Sector SPDR ETF worth $55.6M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 179,781 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $20.5M.
  • State Street Communication Services Select Sector SPDR ETF made up 0.08% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #197 holding.
  • CAPTRUST Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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