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

Elevated 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	$827K	Sell	7,724 -245	-3%	-$27.9K	0.23%	95
2026 Q1	$883K	Buy	7,969 +223	+3%	+$25.8K	0.22%	110
2025 Q4	$912K	Buy	7,746 +462	+6%	+$53.2K	0.21%	119
2025 Q3	$862K	Buy	7,284 +1,545	+27%	+$172K	0.21%	123
2025 Q2	$554K	Hold	5,739	–	–	0.16%	180
2025 Q1	$554K	Buy	5,739 +213	+4%	+$21.3K	0.16%	180
2024 Q4	$535K	Sell	5,526 -9,529	-63%	-$909K	0.15%	190
2024 Q3	$1.36M	Buy	15,055 +1,454	+11%	+$125K	0.36%	68
2024 Q2	$1.17M	Buy	13,601 +311	+2%	+$25.6K	0.33%	75
2024 Q1	$1.09M	Sell	13,290 -112	-0.8%	-$8.72K	0.31%	87
2023 Q4	$974K	Buy	13,402 +790	+6%	+$54.4K	0.3%	90
2023 Q3	$827K	Buy	12,612 +5,399	+75%	+$360K	0.28%	91
2023 Q2	$469K	Sell	7,213 -205	-3%	-$12.5K	0.16%	136
2023 Q1	$430K	Sell	7,418 -4,640	-38%	-$252K	0.15%	133
2022 Q4	$579K	Sell	12,058 -13,200	-52%	-$646K	0.22%	105
2022 Q3	$1.21M	Buy	+25,258	New	+$1.39M	0.48%	74
2022 Q1	$3.11M	Buy	+45,253	New	+$3.19M	1.03%	23
2021 Q3	$3.42M	Buy	+42,675	New	+$3.53M	1.18%	21
2021 Q1	$2.83M	Buy	37,283 +5,561	+18%	+$396K	1.1%	21
2020 Q4	$2.14M	Buy	31,722 +4,610	+17%	+$293K	0.93%	31
2020 Q3	$1.71M	Buy	27,112 +2,001	+8%	+$119K	0.8%	35
2020 Q2	$1.64M	Buy	+25,111	New	+$1.29M	0.77%	34

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

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

Elevated Capital Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.1% in Q2 2026, selling an estimated $27.9K and leaving 7,724 shares worth $827K. The position accounts for 0.23% of the portfolio, ranked #95.

Elevated Capital Advisors first reported a position in XLC in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.42M in Q3 2021. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Elevated Capital Advisors held 7,724 shares of State Street Communication Services Select Sector SPDR ETF worth $827K as of Q2 2026.
Elevated Capital Advisors sold 245 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $27.9K.
State Street Communication Services Select Sector SPDR ETF made up 0.23% of Elevated Capital Advisors's portfolio in Q2 2026, its #95 holding.
Elevated Capital Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 22 quarters since.
Elevated Capital Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $3.42M in Q3 2021.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.