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 Q3	$1.68M	Buy	15,108 +50	+0.3%	+$5.56K	0.78%	37
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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

CWC Advisors's XLC Position: Q3 2026 in Review

CWC Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.33% in Q3 2026, buying an estimated $5.56K and bringing the position to 15,108 shares worth $1.68M. The position accounts for 0.78% of the portfolio, ranked #37.

CWC Advisors first reported a position in XLC in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.86M in Q3 2025. 288 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

CWC Advisors held 15,108 shares of State Street Communication Services Select Sector SPDR ETF worth $1.68M as of Q3 2026.
CWC Advisors bought 50 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $5.56K.
State Street Communication Services Select Sector SPDR ETF made up 0.78% of CWC Advisors's portfolio in Q3 2026, its #37 holding.
CWC Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and has held it in 9 quarters since.
CWC Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $1.86M in Q3 2025.
288 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.