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

Fortis Group 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	$222K	Sell	2,069 -21,451	-91%	-$2.44M	0.04%	256
2026 Q1	$2.74M	Buy	23,520 +1	+0%	+$116	0.45%	61
2025 Q4	$2.82M	Buy	23,519 +422	+2%	+$48.6K	0.47%	53
2025 Q3	$2.65M	Buy	23,097 +13	+0.1%	+$1.45K	0.46%	58
2025 Q2	$2.48M	Sell	23,084 -15,870	-41%	-$1.56M	0.45%	53
2025 Q1	$3.76M	Buy	38,954 +23	+0.1%	+$2.3K	0.73%	45
2024 Q4	$3.77M	Buy	38,931 +35,537	+1,047%	+$3.39M	0.7%	45
2024 Q3	$307K	Sell	3,394 -89,963	-96%	-$7.76M	0.06%	154
2024 Q2	$8M	Sell	93,357 -1,595	-2%	-$131K	1.59%	19
2024 Q1	$7.75M	Buy	+94,952	New	+$7.4M	1.43%	20
2023 Q3	–	Sell	-82,904	Closed	-$5.4M	–	471
2023 Q2	$5.4M	Buy	+82,904	New	+$5.05M	1.43%	21
2020 Q3	$251K	Buy	+4,230	New	+$251K	0.05%	166

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

Fortis Group Advisors's XLC Position: Q2 2026 in Review

Fortis Group Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 91% in Q2 2026, selling an estimated $2.44M and leaving 2,069 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #256.

Fortis Group Advisors first reported a position in XLC in Q3 2020 and has held it in 12 quarters since. The position peaked at $8M in Q2 2024. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Fortis Group Advisors held 2,069 shares of State Street Communication Services Select Sector SPDR ETF worth $222K as of Q2 2026.
Fortis Group Advisors sold 21,451 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $2.44M.
State Street Communication Services Select Sector SPDR ETF made up 0.04% of Fortis Group Advisors's portfolio in Q2 2026, its #256 holding.
Fortis Group Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2020 and has held it in 12 quarters since.
Fortis Group Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $8M in Q2 2024.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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