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Great Valley Advisor Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Great Valley Advisor 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 		$4.92M Buy
45,924
+320
+0.7% +$36.5K 0.08% 228
2026
Q1 		$5.06M Sell
45,604
-269
-0.6% -$31.1K 0.09% 194
2025
Q4 		$5.4M Buy
45,873
+411
+0.9% +$47.3K 0.1% 173
2025
Q3 		$5.38M Buy
45,462
+344
+0.8% +$38.2K 0.11% 172
2025
Q2 		$4.9M Buy
45,118
+614
+1% +$60.5K 0.11% 176
2025
Q1 		$4.29M Sell
44,504
-15,519
-26% -$1.55M 0.09% 193
2024
Q4 		$5.81M Buy
60,023
+16,250
+37% +$1.55M 0.13% 155
2024
Q3 		$3.96M Sell
43,773
-16,669
-28% -$1.44M 0.1% 218
2024
Q2 		$5.18M Buy
60,442
+1,357
+2% +$112K 0.14% 154
2024
Q1 		$4.82M Buy
59,085
+21,448
+57% +$1.67M 0.15% 155
2023
Q4 		$2.74M Buy
37,637
+2,092
+6% +$144K 0.1% 198
2023
Q3 		$2.33M Buy
35,545
+9,488
+36% +$633K 0.1% 201
2023
Q2 		$1.7M Buy
26,057
+15,479
+146% +$943K 0.07% 235
2023
Q1 		$613K Buy
10,578
+198
+2% +$10.8K 0.03% 398
2022
Q4 		$498K Sell
10,380
-31,102
-75% -$1.52M 0.03% 445
2022
Q3 		$1.99M Buy
41,482
+129
+0.3% +$7.1K 0.11% 197
2022
Q2 		$2.24M Sell
41,353
-437
-1% -$26.3K 0.12% 181
2022
Q1 		$3.19M Buy
41,790
+177
+0.4% +$12.5K 0.19% 138
2021
Q4 		$3.31M Buy
41,613
+150
+0.4% +$11.9K 0.2% 125
2021
Q3 		$3.32M Buy
41,463
+3,657
+10% +$303K 0.23% 117
2021
Q2 		$2.83M Buy
37,806
+6,406
+20% +$499K 0.21% 124
2021
Q1 		$2.3M Sell
31,400
-2,217
-7% -$158K 0.22% 112
2020
Q4 		$2.27M Buy
33,617
+467
+1% +$29.7K 0.23% 95
2020
Q3 		$1.97M Buy
33,150
+1,639
+5% +$97.1K 0.24% 97
2020
Q2 		$1.7M Buy
31,511
+1,683
+6% +$86.4K 0.28% 99
2020
Q1 		$1.32M Buy
29,828
+4,644
+18% +$240K 0.35% 86
2019
Q4 		$1.35M Buy
25,184
+11,075
+78% +$570K 0.3% 101
2019
Q3 		$700K Buy
14,109
+9,031
+178% +$452K 0.17% 163
2019
Q2 		$251K Buy
+5,078
New +$247K 0.06% 282

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Great Valley Advisor Group's XLC Position: Q2 2026 in Review

Great Valley Advisor Group increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.7% in Q2 2026, buying an estimated $36.5K and bringing the position to 45,924 shares worth $4.92M. The position accounts for 0.08% of the portfolio, ranked #228.

Great Valley Advisor Group first reported a position in XLC in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.81M in Q4 2024. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Great Valley Advisor Group held 45,924 shares of State Street Communication Services Select Sector SPDR ETF worth $4.92M as of Q2 2026.
  • Great Valley Advisor Group bought 320 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $36.5K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.08% of Great Valley Advisor Group's portfolio in Q2 2026, its #228 holding.
  • Great Valley Advisor Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and has held it in 29 quarters since.
  • Great Valley Advisor Group's State Street Communication Services Select Sector SPDR ETF position peaked at $5.81M in Q4 2024.
  • 1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.