CWA Asset Management Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

CWA Asset Management Group’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	$10.8M	Sell	100,543 -315	-0.3%	-$35.9K	0.33%	60
2026 Q1	$11.2M	Sell	100,858 -4,365	-4%	-$505K	0.38%	55
2025 Q4	$12.4M	Sell	105,223 -4,214	-4%	-$485K	0.45%	44
2025 Q3	$13M	Sell	109,437 -2,185	-2%	-$243K	0.48%	42
2025 Q2	$12.1M	Sell	111,622 -3,648	-3%	-$359K	0.51%	42
2025 Q1	$11.1M	Sell	115,270 -5,186	-4%	-$518K	0.53%	39
2024 Q4	$11.7M	Sell	120,456 -1,717	-1%	-$164K	0.59%	38
2024 Q3	$11M	Buy	+122,173	New	+$10.5M	0.59%	42
2024 Q1	$10.2M	Buy	124,937 +1,554	+1%	+$121K	0.62%	39
2023 Q4	$8.96M	Buy	123,383 +1,512	+1%	+$104K	0.61%	43
2023 Q3	$7.99M	Buy	121,871 +112,005	+1,135%	+$7.47M	0.59%	48
2023 Q2	$642K	Sell	9,866 -7	-0.1%	-$426	0.04%	172
2023 Q1	$572K	Buy	+9,873	New	+$536K	0.04%	180

Other funds holding XLC

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

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

AWM

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

CWA Asset Management Group's XLC Position: Q2 2026 in Review

CWA Asset Management Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.31% in Q2 2026, selling an estimated $35.9K and leaving 100,543 shares worth $10.8M. The position accounts for 0.33% of the portfolio, ranked #60.

CWA Asset Management Group first reported a position in XLC in Q1 2023 and has held it in 13 quarters since. The position peaked at $13M in Q3 2025. 354 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

CWA Asset Management Group held 100,543 shares of State Street Communication Services Select Sector SPDR ETF worth $10.8M as of Q2 2026.
CWA Asset Management Group sold 315 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $35.9K.
State Street Communication Services Select Sector SPDR ETF made up 0.33% of CWA Asset Management Group's portfolio in Q2 2026, its #60 holding.
CWA Asset Management Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
CWA Asset Management Group's State Street Communication Services Select Sector SPDR ETF position peaked at $13M in Q3 2025.
354 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.