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

Cladis 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	$1.37M	Buy	12,817 +828	+7%	+$94.4K	0.64%	52
2026 Q1	$1.33M	Buy	11,989 +214	+2%	+$24.8K	0.73%	43
2025 Q4	$1.39M	Sell	11,775 -100	-0.8%	-$11.5K	0.76%	40
2025 Q3	$1.41M	Hold	11,875	–	–	0.8%	41
2025 Q2	$1.29M	Hold	11,875	–	–	0.81%	38
2025 Q1	$1.15M	Buy	11,875 +160	+1%	+$16K	0.83%	37
2024 Q4	$1.13M	Hold	11,715	–	–	0.8%	41
2024 Q3	$1.06M	Hold	11,715	–	–	0.73%	47
2024 Q2	$1M	Sell	11,715 -400	-3%	-$33K	0.73%	41
2024 Q1	$989K	Hold	12,115	–	–	0.73%	44
2023 Q4	$880K	Hold	12,115	–	–	0.69%	46
2023 Q3	$794K	Hold	12,115	–	–	0.7%	49
2023 Q2	$788K	Hold	12,115	–	–	0.69%	49
2023 Q1	$702K	Hold	12,115	–	–	0.63%	55
2022 Q4	$581K	Buy	12,115 +843	+7%	+$41.3K	0.58%	57
2022 Q3	$540K	Sell	11,272 -993	-8%	-$54.6K	0.58%	59
2022 Q2	$666K	Buy	12,265 +175	+1%	+$10.5K	0.66%	50
2022 Q1	$832K	Hold	12,090	–	–	0.67%	48
2021 Q4	$939K	Buy	+12,090	New	+$956K	0.75%	39

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

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

Cladis Investment Advisory increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.9% in Q2 2026, buying an estimated $94.4K and bringing the position to 12,817 shares worth $1.37M. The position accounts for 0.64% of the portfolio, ranked #52.

Cladis Investment Advisory first reported a position in XLC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.41M in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Cladis Investment Advisory held 12,817 shares of State Street Communication Services Select Sector SPDR ETF worth $1.37M as of Q2 2026.
Cladis Investment Advisory bought 828 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $94.4K.
State Street Communication Services Select Sector SPDR ETF made up 0.64% of Cladis Investment Advisory's portfolio in Q2 2026, its #52 holding.
Cladis Investment Advisory first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Cladis Investment Advisory's State Street Communication Services Select Sector SPDR ETF position peaked at $1.41M in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.