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

Evoke Wealth’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	–	Sell	-13,684	Closed	-$1.52M	–	680
2026 Q1	$1.52M	Hold	13,684	–	–	0.03%	216
2025 Q4	$1.61M	Buy	13,684 +9,338	+215%	+$1.07M	0.03%	212
2025 Q3	$514K	Hold	4,346	–	–	0.01%	353
2025 Q2	$472K	Hold	4,346	–	–	0.01%	357
2025 Q1	$419K	Hold	4,346	–	–	0.01%	294
2024 Q4	$421K	Sell	4,346 -323	-7%	-$30.8K	0.01%	289
2024 Q3	$422K	Buy	+4,669	New	+$403K	0.01%	277
2021 Q1	–	Sell	-420	Closed	-$28K	–	1215
2020 Q4	$28K	Hold	420	–	–	﹤0.01%	451
2020 Q3	$25K	Hold	420	–	–	﹤0.01%	448
2020 Q2	$23K	Buy	+420	New	+$21.6K	﹤0.01%	445

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

Evoke Wealth's XLC Position: Q2 2026 in Review

Evoke Wealth sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 13,684 shares — an estimated $1.52M sold.

Evoke Wealth first reported a position in XLC in Q2 2020 and held it in 10 quarters. The position peaked at $1.61M in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Evoke Wealth reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 13,684 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $1.52M.
Evoke Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and held it in 10 quarters.
Evoke Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $1.61M in Q4 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.