Cavalier Investments’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Cavalier Investments’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	$10.6M	Sell	95,558 -29,932	-24%	-$3.47M	0.29%	39
2025 Q4	$14.8M	Sell	125,490 -37,783	-23%	-$4.35M	0.76%	18
2025 Q3	$17.7M	Buy	163,273 +128,898	+375%	+$14.3M	1.45%	15
2025 Q2	$3.73M	Sell	34,375 -91,731	-73%	-$9.04M	1.13%	21
2025 Q1	$12.2M	Sell	126,106 -137,352	-52%	-$13.7M	4.13%	6
2024 Q4	$25.5M	Buy	263,458 +109,216	+71%	+$10.4M	8.52%	3
2024 Q3	$13.9M	Buy	154,242 +126,608	+458%	+$10.9M	4.28%	6
2024 Q2	$2.37M	Buy	27,634 +4,035	+17%	+$332K	0.73%	36
2024 Q1	$1.93M	Sell	23,599 -3,228	-12%	-$251K	0.7%	38
2023 Q4	$1.95M	Sell	26,827 -1,969	-7%	-$135K	0.72%	38
2023 Q3	$1.89M	Buy	+28,796	New	+$1.92M	0.74%	38
2021 Q3	–	Sell	-24,143	Closed	-$1.95M	–	108
2021 Q2	$1.95M	Buy	24,143 +3,050	+14%	+$237K	0.7%	50
2021 Q1	$1.55M	Buy	21,093 +20,807	+7,275%	+$1.48M	0.67%	53
2020 Q4	$19K	Sell	286 -84,500	-100%	-$5.38M	0.01%	98
2020 Q3	$5.04M	Sell	84,786 -86,000	-50%	-$5.09M	3.42%	12
2020 Q2	$9.23M	Sell	170,786 -39,983	-19%	-$2.05M	5.33%	5
2020 Q1	$9.32M	Buy	210,769 +33,836	+19%	+$1.75M	5.51%	3
2019 Q4	$9.49M	Buy	176,933 +112,052	+173%	+$5.77M	4.11%	4
2019 Q3	$3.21M	Sell	64,881 -18,477	-22%	-$925K	1.39%	21
2019 Q2	$4.1M	Sell	83,358 -105,918	-56%	-$5.15M	1.72%	15
2019 Q1	$8.85M	Buy	+189,276	New	+$8.63M	3.64%	8
2018 Q4	–	Sell	-286,067	Closed	-$14M	–	202
2018 Q3	$14M	Sell	286,067 -88,290	-24%	-$4.36M	4.08%	5
2018 Q2	$18.5M	Buy	+374,357	New	+$18.7M	6.25%	2

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cavalier Investments's XLC Position: Q1 2026 in Review

Cavalier Investments reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 24% in Q1 2026, selling an estimated $3.47M and leaving 95,558 shares worth $10.6M. The position accounts for 0.29% of the portfolio, ranked #39.

Cavalier Investments first reported a position in XLC in Q2 2018 and has held it in 23 quarters since. The position peaked at $25.5M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Cavalier Investments held 95,558 shares of State Street Communication Services Select Sector SPDR ETF worth $10.6M as of Q1 2026.
Cavalier Investments sold 29,932 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $3.47M.
State Street Communication Services Select Sector SPDR ETF made up 0.29% of Cavalier Investments's portfolio in Q1 2026, its #39 holding.
Cavalier Investments first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2018 and has held it in 23 quarters since.
Cavalier Investments's State Street Communication Services Select Sector SPDR ETF position peaked at $25.5M in Q4 2024.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.