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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$167K Sell
1,561
-779
-33% -$88.8K 0.01% 1098
2026
Q1
$259K Buy
2,340
+16
+0.7% +$1.85K 0.01% 915
2025
Q4
$274K Sell
2,324
-32
-1% -$3.68K 0.01% 812
2025
Q3
$279K Buy
2,356
+120
+5% +$13.3K 0.01% 752
2025
Q2
$243K Sell
2,236
-53
-2% -$5.22K 0.01% 782
2025
Q1
$221K Buy
2,289
+144
+7% +$14.4K 0.01% 625
2024
Q4
$208K Buy
2,145
+1,761
+459% +$168K 0.01% 641
2024
Q3
$34.7K Buy
+384
New +$33.1K ﹤0.01% 1227
2024
Q2
Sell
-132
Closed -$10.3K 3153
2024
Q1
$10.3K Buy
+132
New +$10.3K ﹤0.01% 1677
2023
Q2
Sell
-197
Closed -$11.4K 2620
2023
Q1
$11.4K Sell
197
-24
-11% -$1.3K ﹤0.01% 1300
2022
Q4
$10.6K Buy
+221
New +$10.8K ﹤0.01% 1312

Other funds holding XLC

EverSource Wealth Advisors's XLC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 33% in Q2 2026, selling an estimated $88.8K and leaving 1,561 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #1098.

EverSource Wealth Advisors first reported a position in XLC in Q4 2022 and has held it in 11 quarters since. The position peaked at $279K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • EverSource Wealth Advisors held 1,561 shares of State Street Communication Services Select Sector SPDR ETF worth $167K as of Q2 2026.
  • EverSource Wealth Advisors sold 779 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $88.8K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1098 holding.
  • EverSource Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $279K in Q3 2025.
  • 1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.