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

Clearstead 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	$605K	Buy	5,645 +4,354	+337%	+$496K	0.01%	689
2026 Q1	$143K	Buy	1,291 +145	+13%	+$16.8K	﹤0.01%	1056
2025 Q4	$135K	Hold	1,146	–	–	﹤0.01%	1033
2025 Q3	$136K	Hold	1,146	–	–	﹤0.01%	964
2025 Q2	$124K	Buy	1,146 +74	+7%	+$7.29K	﹤0.01%	1003
2025 Q1	$103K	Hold	1,072	–	–	﹤0.01%	987
2024 Q4	$104K	Sell	1,072 -83	-7%	-$7.91K	﹤0.01%	1024
2024 Q3	$104K	Hold	1,155	–	–	﹤0.01%	1021
2024 Q2	$98.9K	Buy	1,155 +126	+12%	+$10.4K	﹤0.01%	1001
2024 Q1	$84K	Sell	1,029 -89	-8%	-$6.93K	﹤0.01%	640
2023 Q4	$81.2K	Buy	1,118 +644	+136%	+$44.3K	﹤0.01%	629
2023 Q3	$31.1K	Buy	474 +237	+100%	+$15.8K	﹤0.01%	955
2023 Q2	$15.4K	Hold	237	–	–	﹤0.01%	928
2023 Q1	$13.7K	Hold	237	–	–	﹤0.01%	905
2022 Q4	$11.4K	Sell	237 -454	-66%	-$22.2K	﹤0.01%	893
2022 Q3	$33K	Sell	691 -1,933	-74%	-$106K	﹤0.01%	692
2022 Q2	$142K	Sell	2,624 -1,526	-37%	-$91.9K	0.01%	433
2022 Q1	$285K	Sell	4,150 -286	-6%	-$20.2K	0.02%	356
2021 Q4	$345K	Buy	4,436 +40	+0.9%	+$3.16K	0.02%	309
2021 Q3	$352K	Buy	+4,396	New	+$364K	0.03%	286
2020 Q4	–	Sell	-154	Closed	-$9K	–	1030
2020 Q3	$9K	Hold	154	–	–	﹤0.01%	684
2020 Q2	$8K	Buy	+154	New	+$7.91K	﹤0.01%	627

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

Clearstead Advisors's XLC Position: Q2 2026 in Review

Clearstead Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 337% in Q2 2026, buying an estimated $496K and bringing the position to 5,645 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #689.

Clearstead Advisors first reported a position in XLC in Q2 2020 and has held it in 22 quarters since. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Clearstead Advisors held 5,645 shares of State Street Communication Services Select Sector SPDR ETF worth $605K as of Q2 2026.
Clearstead Advisors bought 4,354 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $496K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #689 holding.
Clearstead Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 22 quarters since.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.