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 Q2	–	Sell	-200,000	Closed	-$22.2M	–	123
2026 Q1	$22.2M	Buy	+200,000	New	+$23.2M	0.6%	17
2025 Q4	–	Sell	-2,000	Closed	-$23.7M	–	116
2025 Q3	$23.7M	Buy	+2,000	New	+$222K	1.94%	11

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

Cavalier Investments's XLC Position: Q2 2026 in Review

Cavalier Investments sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 95,558 shares — an estimated $10.6M sold.

Cavalier Investments first reported a position in XLC in Q2 2018 and held it in 23 quarters. The position peaked at $25.5M in Q4 2024. 1,153 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Cavalier Investments reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Cavalier Investments sold 95,558 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $10.6M.
Cavalier Investments first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2018 and held it in 23 quarters.
Cavalier Investments's State Street Communication Services Select Sector SPDR ETF position peaked at $25.5M in Q4 2024.
1,153 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.