Foundations Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Foundations Investment 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	$172M	Buy	1,602,607 +338,476	+27%	+$38.6M	1.77%	9
2026 Q1	$140M	Buy	1,264,131 +89,845	+8%	+$10.4M	1.74%	8
2025 Q4	$138M	Buy	1,174,286 +166,739	+17%	+$19.2M	1.81%	7
2025 Q3	$119M	Buy	1,007,547 +282,745	+39%	+$31.4M	1.73%	9
2025 Q2	$78.7M	Buy	724,802 +21,354	+3%	+$2.1M	1.24%	17
2025 Q1	$67.8M	Sell	703,448 -58,703	-8%	-$5.86M	1.25%	17
2024 Q4	$73.8M	Buy	762,151 +87,166	+13%	+$8.31M	1.42%	16
2024 Q3	$61M	Buy	674,985 +106,849	+19%	+$9.21M	1.28%	20
2024 Q2	$48.7M	Buy	568,136 +290,856	+105%	+$24M	1.18%	19
2024 Q1	$22.6M	Buy	277,280 +20,455	+8%	+$1.59M	0.59%	37
2023 Q4	$19.7M	Sell	256,825 -3,408	-1%	-$235K	0.53%	44
2023 Q3	$17.1M	Buy	260,233 +67,412	+35%	+$4.5M	0.53%	45
2023 Q2	$12.5M	Buy	192,821 +179,934	+1,396%	+$11M	0.42%	44
2023 Q1	$747K	Sell	12,887 -3,300	-20%	-$179K	0.03%	267
2022 Q4	$777K	Buy	16,187 +5,058	+45%	+$248K	0.03%	226
2022 Q3	$533K	Buy	+11,129	New	+$612K	0.02%	230
2022 Q2	–	Sell	-7,741	Closed	-$515K	–	425
2022 Q1	$515K	Sell	7,741 -25,156	-76%	-$1.77M	0.02%	189
2021 Q4	$2.53M	Buy	32,897 +11,016	+50%	+$871K	0.1%	81
2021 Q3	$1.77M	Buy	21,881 +8,672	+66%	+$718K	0.08%	86
2021 Q2	$1.08M	Buy	13,209 +8,442	+177%	+$657K	0.05%	102
2021 Q1	$367K	Sell	4,767 -48,077	-91%	-$3.42M	0.02%	160
2020 Q4	$3.57M	Sell	52,844 -5,474	-9%	-$348K	0.23%	33
2020 Q3	$3.44M	Sell	58,318 -11,149	-16%	-$660K	0.76%	20
2020 Q2	$3.91M	Sell	69,467 -6,436	-8%	-$330K	0.35%	25
2020 Q1	$3.22M	Buy	+75,903	New	+$3.93M	0.37%	14

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

Foundations Investment Advisors's XLC Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 27% in Q2 2026, buying an estimated $38.6M and bringing the position to 1,602,607 shares worth $172M. The position accounts for 1.77% of the portfolio, ranked #9.

Foundations Investment Advisors first reported a position in XLC in Q1 2020 and has held it in 25 quarters since. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Foundations Investment Advisors held 1,602,607 shares of State Street Communication Services Select Sector SPDR ETF worth $172M as of Q2 2026.
Foundations Investment Advisors bought 338,476 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $38.6M.
State Street Communication Services Select Sector SPDR ETF made up 1.77% of Foundations Investment Advisors's portfolio in Q2 2026, its #9 holding.
Foundations Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.