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Gladwyn Financial Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Gladwyn Financial 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 		$16.1K Hold
150
– – 0.01% 73
2026
Q1 		$16.6K Sell
150
-230
-61% -$26.6K 0.01% 72
2025
Q4 		$44.7K Sell
380
-8
-2% -$921 0.03% 63
2025
Q3 		$46K Buy
+388
New +$43.1K 0.03% 60

Other funds holding XLC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Gladwyn Financial Advisors's XLC Position: Q2 2026 in Review

Gladwyn Financial Advisors held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 150 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #73.

Gladwyn Financial Advisors first reported a position in XLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $46K in Q3 2025. 354 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Gladwyn Financial Advisors held 150 shares of State Street Communication Services Select Sector SPDR ETF worth $16.1K as of Q2 2026.
  • Gladwyn Financial Advisors 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 0.01% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #73 holding.
  • Gladwyn Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • Gladwyn Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $46K in Q3 2025.
  • 354 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.