Contravisory Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Contravisory Investment Management’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	$382K	Sell	3,568 -3,986	-53%	-$454K	0.07%	162
2026 Q1	$837K	Sell	7,554 -5,334	-41%	-$617K	0.17%	105
2025 Q4	$1.52M	Sell	12,888 -1,523	-11%	-$175K	0.3%	44
2025 Q3	$1.71M	Sell	14,411 -1,755	-11%	-$195K	0.33%	44
2025 Q2	$1.75M	Buy	16,166 +2,306	+17%	+$227K	0.35%	45
2025 Q1	$1.34M	Buy	13,860 +3,320	+31%	+$332K	0.28%	46
2024 Q4	$1.02M	Buy	10,540 +722	+7%	+$68.8K	0.22%	54
2024 Q3	$888K	Sell	9,818 -2,272	-19%	-$196K	0.19%	68
2024 Q2	$1.04M	Sell	12,090 -1,259	-9%	-$104K	0.23%	51
2024 Q1	$1.09M	Buy	13,349 +1,127	+9%	+$87.8K	0.24%	52
2023 Q4	$888K	Sell	12,222 -518	-4%	-$35.6K	0.22%	58
2023 Q3	$835K	Buy	12,740 +5,750	+82%	+$384K	0.24%	50
2023 Q2	$455K	Buy	6,990 +4,612	+194%	+$281K	0.12%	120
2023 Q1	$138K	Sell	2,378 -133	-5%	-$7.22K	0.04%	211
2022 Q4	$121K	Buy	+2,511	New	+$123K	0.03%	215
2022 Q2	–	Sell	-2,258	Closed	-$155K	–	384
2022 Q1	$155K	Sell	2,258 -2,286	-50%	-$161K	0.04%	204
2021 Q4	$353K	Sell	4,544 -220	-5%	-$17.4K	0.1%	159
2021 Q3	$382K	Buy	4,764 +49	+1%	+$4.06K	0.12%	124
2021 Q2	$382K	Buy	4,715 +852	+22%	+$66.3K	0.11%	119
2021 Q1	$283K	Sell	3,863 -2,773	-42%	-$197K	0.09%	141
2020 Q4	$448K	Buy	6,636 +1,076	+19%	+$68.5K	0.14%	74
2020 Q3	$330K	Sell	5,560 -219	-4%	-$13K	0.11%	102
2020 Q2	$320K	Buy	5,779 +415	+8%	+$21.3K	0.12%	96
2020 Q1	$237K	Sell	5,364 -291	-5%	-$15.1K	0.11%	112
2019 Q4	$303K	Buy	5,655 +111	+2%	+$5.72K	0.11%	120
2019 Q3	$275K	Sell	5,544 -95	-2%	-$4.76K	0.1%	125
2019 Q2	$278K	Sell	5,639 -102	-2%	-$4.96K	0.11%	126
2019 Q1	$269K	Buy	5,741 +4,201	+273%	+$191K	0.1%	127
2018 Q4	$64K	Buy	+1,540	New	+$69K	0.03%	180

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

Contravisory Investment Management's XLC Position: Q2 2026 in Review

Contravisory Investment Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 53% in Q2 2026, selling an estimated $454K and leaving 3,568 shares worth $382K. The position accounts for 0.07% of the portfolio, ranked #162.

Contravisory Investment Management first reported a position in XLC in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.75M in Q2 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Contravisory Investment Management held 3,568 shares of State Street Communication Services Select Sector SPDR ETF worth $382K as of Q2 2026.
Contravisory Investment Management sold 3,986 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $454K.
State Street Communication Services Select Sector SPDR ETF made up 0.07% of Contravisory Investment Management's portfolio in Q2 2026, its #162 holding.
Contravisory Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
Contravisory Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $1.75M in Q2 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.