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

CWC 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	$1.61M	Sell	15,058 -503	-3%	-$57.3K	0.72%	36
2026 Q1	$1.73M	Sell	15,561 -95	-0.6%	-$11K	0.82%	33
2025 Q4	$1.84M	Sell	15,656 -65	-0.4%	-$7.48K	0.89%	32
2025 Q3	$1.86M	Buy	15,721 +492	+3%	+$54.7K	0.91%	32
2025 Q2	$1.65M	Buy	15,229 +413	+3%	+$40.7K	0.85%	31
2025 Q1	$1.43M	Buy	14,816 +5,352	+57%	+$535K	0.81%	32
2024 Q4	$916K	Buy	9,464 +234	+3%	+$22.3K	0.91%	34
2024 Q3	$834K	Buy	+9,230	New	+$796K	0.82%	36

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

CWC Advisors's XLC Position: Q2 2026 in Review

CWC Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.2% in Q2 2026, selling an estimated $57.3K and leaving 15,058 shares worth $1.61M. The position accounts for 0.72% of the portfolio, ranked #36.

CWC Advisors first reported a position in XLC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.86M in Q3 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

CWC Advisors held 15,058 shares of State Street Communication Services Select Sector SPDR ETF worth $1.61M as of Q2 2026.
CWC Advisors sold 503 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $57.3K.
State Street Communication Services Select Sector SPDR ETF made up 0.72% of CWC Advisors's portfolio in Q2 2026, its #36 holding.
CWC Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $1.86M in Q3 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.