Gladstone Institutional Advisory’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
$4.5M Buy
41,999
+987
+2% +$112K 0.14% 157
2026
Q1
$4.55M Sell
41,012
-3,866
-9% -$448K 0.17% 138
2025
Q4
$5.28M Sell
44,878
-3,768
-8% -$434K 0.2% 110
2025
Q3
$5.76M Buy
48,646
+3,026
+7% +$336K 0.22% 105
2025
Q2
$4.95M Buy
45,620
+810
+2% +$79.8K 0.2% 114
2025
Q1
$4.32M Sell
44,810
-17,090
-28% -$1.71M 0.2% 124
2024
Q4
$5.99M Buy
61,900
+16,081
+35% +$1.53M 0.28% 82
2024
Q3
$4.14M Buy
45,819
+8,190
+22% +$706K 0.2% 122
2024
Q2
$3.22M Buy
37,629
+7,330
+24% +$604K 0.17% 156
2024
Q1
$2.47M Sell
30,299
-28,444
-48% -$2.22M 0.14% 185
2023
Q4
$4.27M Buy
58,743
+11,021
+23% +$758K 0.24% 112
2023
Q3
$3.13M Sell
47,722
-256
-0.5% -$17.1K 0.2% 129
2023
Q2
$3.12M Buy
47,978
+594
+1% +$36.2K 0.19% 137
2023
Q1
$2.75M Buy
47,384
+33,191
+234% +$1.8M 0.18% 163
2022
Q4
$681K Sell
14,193
-23,460
-62% -$1.15M 0.05% 344
2022
Q3
$1.8M Buy
37,653
+925
+3% +$50.9K 0.14% 179
2022
Q2
$1.99M Buy
36,728
+12,754
+53% +$768K 0.16% 162
2022
Q1
$1.65M Buy
23,974
+17,516
+271% +$1.23M 0.11% 210
2021
Q4
$502K Buy
6,458
+299
+5% +$23.6K 0.04% 380
2021
Q3
$493K Sell
6,159
-149
-2% -$12.3K 0.05% 329
2021
Q2
$511K Buy
6,308
+783
+14% +$61K 0.06% 296
2021
Q1
$405K Buy
+5,525
New +$393K 0.06% 266

Other funds holding XLC

Gladstone Institutional Advisory's XLC Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.4% in Q2 2026, buying an estimated $112K and bringing the position to 41,999 shares worth $4.5M. The position accounts for 0.14% of the portfolio, ranked #157.

Gladstone Institutional Advisory first reported a position in XLC in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.99M in Q4 2024. 1,161 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Gladstone Institutional Advisory held 41,999 shares of State Street Communication Services Select Sector SPDR ETF worth $4.5M as of Q2 2026.
  • Gladstone Institutional Advisory bought 987 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $112K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.14% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #157 holding.
  • Gladstone Institutional Advisory first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
  • Gladstone Institutional Advisory's State Street Communication Services Select Sector SPDR ETF position peaked at $5.99M in Q4 2024.
  • 1,161 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.