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

Conservest Capital 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	$10.7M	Buy	100,180 +6,669	+7%	+$760K	0.85%	23
2026 Q1	$10.4M	Buy	93,511 +1,102	+1%	+$128K	0.94%	22
2025 Q4	$10.9M	Buy	92,409 +1,357	+1%	+$156K	0.98%	22
2025 Q3	$10.8M	Buy	91,052 +2,017	+2%	+$224K	1%	20
2025 Q2	$9.66M	Buy	89,035 +5,401	+6%	+$532K	0.95%	20
2025 Q1	$8.07M	Buy	83,634 +8,464	+11%	+$845K	0.85%	20
2024 Q4	$7.28M	Buy	75,170 +4,029	+6%	+$384K	0.75%	20
2024 Q3	$5.81M	Buy	71,141 +57	+0.1%	+$4.91K	0.6%	23
2024 Q2	$5.8M	Sell	71,084 -57	-0.1%	-$4.7K	0.63%	21
2024 Q1	$5.81M	Buy	71,141 +1,218	+2%	+$94.9K	0.59%	23
2023 Q4	$5.08M	Buy	69,923 +1,026	+1%	+$70.6K	0.54%	23
2023 Q3	$4.52M	Buy	68,897 +853	+1%	+$56.9K	0.55%	22
2023 Q2	$4.43M	Buy	68,044 +5,707	+9%	+$348K	0.51%	22
2023 Q1	$3.61M	Sell	62,337 -110,991	-64%	-$6.03M	0.43%	24
2022 Q4	$8.32M	Buy	+173,328	New	+$8.49M	1.06%	17
2022 Q3	–	Sell	-174,236	Closed	-$9.59M	–	16
2022 Q2	$9.46M	Buy	174,236 +160,017	+1,125%	+$9.63M	1.18%	17
2022 Q1	$978K	Buy	14,219 +9,736	+217%	+$686K	0.11%	43
2021 Q4	$348K	Buy	4,483 +233	+5%	+$18.4K	0.04%	75
2021 Q3	$340K	Buy	+4,250	New	+$352K	0.04%	68

Other funds holding XLC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Conservest Capital Advisors's XLC Position: Q2 2026 in Review

Conservest Capital Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 7.1% in Q2 2026, buying an estimated $760K and bringing the position to 100,180 shares worth $10.7M. The position accounts for 0.85% of the portfolio, ranked #23.

Conservest Capital Advisors first reported a position in XLC in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.9M in Q4 2025. 524 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Conservest Capital Advisors held 100,180 shares of State Street Communication Services Select Sector SPDR ETF worth $10.7M as of Q2 2026.
Conservest Capital Advisors bought 6,669 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $760K.
State Street Communication Services Select Sector SPDR ETF made up 0.85% of Conservest Capital Advisors's portfolio in Q2 2026, its #23 holding.
Conservest Capital Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Conservest Capital Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $10.9M in Q4 2025.
524 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.