Forvis Mazars 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
$1.82M Buy
16,946
+25
+0.1% +$2.85K 0.03% 164
2026
Q1
$1.88M Sell
16,921
-1,202
-7% -$139K 0.04% 162
2025
Q4
$2.13M Sell
18,123
-1,814
-9% -$209K 0.04% 151
2025
Q3
$2.36M Buy
19,937
+223
+1% +$24.8K 0.05% 140
2025
Q2
$2.14M Buy
19,714
+116
+0.6% +$11.4K 0.05% 151
2025
Q1
$1.89M Sell
19,598
-159
-0.8% -$15.9K 0.05% 157
2024
Q4
$1.91M Sell
19,757
-490
-2% -$46.7K 0.04% 162
2024
Q3
$1.83M Buy
20,247
+293
+1% +$25.3K 0.04% 176
2024
Q2
$1.71M Buy
19,954
+417
+2% +$34.4K 0.04% 172
2024
Q1
$1.6M Buy
19,537
+340
+2% +$26.5K 0.04% 179
2023
Q4
$1.39M Sell
19,197
-1,119
-6% -$77K 0.04% 181
2023
Q3
$1.33M Buy
20,316
+54
+0.3% +$3.6K 0.04% 183
2023
Q2
$1.32M Sell
20,262
-2,406
-11% -$147K 0.04% 194
2023
Q1
$1.31M Sell
22,668
-4,268
-16% -$232K 0.04% 180
2022
Q4
$1.29M Buy
26,936
+2,101
+8% +$103K 0.05% 179
2022
Q3
$1.19M Buy
24,835
+2,768
+13% +$152K 0.05% 181
2022
Q2
$1.2M Sell
22,067
-81
-0.4% -$4.88K 0.05% 173
2022
Q1
$1.52M Buy
22,148
+774
+4% +$54.5K 0.06% 126
2021
Q4
$1.66M Sell
21,374
-688
-3% -$54.4K 0.07% 117
2021
Q3
$1.77M Sell
22,062
-40
-0.2% -$3.31K 0.08% 104
2021
Q2
$1.79M Sell
22,102
-83
-0.4% -$6.46K 0.08% 101
2021
Q1
$1.63M Sell
22,185
-2,009
-8% -$143K 0.08% 107
2020
Q4
$1.63M Sell
24,194
-200
-0.8% -$12.7K 0.08% 112
2020
Q3
$1.45M Sell
24,394
-4,495
-16% -$266K 0.08% 112
2020
Q2
$1.56M Sell
28,889
-6,469
-18% -$332K 0.1% 101
2020
Q1
$1.56M Sell
35,358
-3,134
-8% -$162K 0.13% 85
2019
Q4
$2.06M Buy
38,492
+678
+2% +$34.9K 0.15% 83
2019
Q3
$1.87M Buy
37,814
+243
+0.6% +$12.2K 0.15% 89
2019
Q2
$1.85M Buy
37,571
+324
+0.9% +$15.8K 0.15% 85
2019
Q1
$1.74M Buy
37,247
+18,618
+100% +$848K 0.14% 84
2018
Q4
$769K Buy
+18,629
New +$835K 0.08% 108

Other funds holding XLC

Forvis Mazars Wealth Advisors's XLC Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.15% in Q2 2026, buying an estimated $2.85K and bringing the position to 16,946 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #164.

Forvis Mazars Wealth Advisors first reported a position in XLC in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.36M in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 16,946 shares of State Street Communication Services Select Sector SPDR ETF worth $1.82M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 25 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $2.85K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #164 holding.
  • Forvis Mazars Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • Forvis Mazars Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $2.36M 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 Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.