Garrett Wealth Advisory Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Garrett Wealth Advisory Group’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	$474K	Hold	4,428	–	–	0.07%	91
2026 Q1	$491K	Hold	4,428	–	–	0.09%	77
2025 Q4	$521K	Hold	4,428	–	–	0.1%	67
2025 Q3	$524K	Sell	4,428 -86	-2%	-$9.56K	0.1%	64
2025 Q2	$490K	Buy	4,514 +421	+10%	+$41.5K	0.1%	63
2025 Q1	$395K	Buy	4,093 +64	+2%	+$6.39K	0.09%	71
2024 Q4	$390K	Hold	4,029	–	–	0.09%	68
2024 Q3	$364K	Hold	4,029	–	–	0.09%	69
2024 Q2	$345K	Hold	4,029	–	–	0.13%	63
2024 Q1	$329K	Hold	4,029	–	–	0.13%	52
2023 Q4	$293K	Hold	4,029	–	–	0.12%	50
2023 Q3	$264K	Hold	4,029	–	–	0.12%	50
2023 Q2	$262K	Buy	+4,029	New	+$245K	0.12%	48

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

Garrett Wealth Advisory Group's XLC Position: Q2 2026 in Review

Garrett Wealth Advisory Group held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 4,428 shares worth $474K. The position accounts for 0.07% of the portfolio, ranked #91.

Garrett Wealth Advisory Group first reported a position in XLC in Q2 2023 and has held it in 13 quarters since. The position peaked at $524K in Q3 2025. 1,153 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Garrett Wealth Advisory Group held 4,428 shares of State Street Communication Services Select Sector SPDR ETF worth $474K as of Q2 2026.
Garrett Wealth Advisory Group left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.07% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #91 holding.
Garrett Wealth Advisory Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
Garrett Wealth Advisory Group's State Street Communication Services Select Sector SPDR ETF position peaked at $524K in Q3 2025.
1,153 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.