Guardian Wealth Advisors (North Carolina)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-152	Closed	-$16.8K	–	612
2026 Q1	$16.8K	Buy	+152	New	+$17.6K	﹤0.01%	515
2025 Q3	–	Sell	-60	Closed	-$6.46K	–	559
2025 Q2	$6.46K	Sell	60 -324	-84%	-$31.9K	﹤0.01%	501
2025 Q1	$37.1K	Buy	384 +333	+653%	+$33.3K	﹤0.01%	400
2024 Q4	$4.97K	Sell	51 -8	-14%	-$763	﹤0.01%	465
2024 Q3	$5.36K	Buy	59 +2	+4%	+$172	﹤0.01%	407
2024 Q2	$4.9K	Sell	57 -326	-85%	-$26.9K	﹤0.01%	392
2024 Q1	$31.3K	Sell	383 -42	-10%	-$3.27K	﹤0.01%	343
2023 Q4	$30.9K	Sell	425 -60	-12%	-$4.13K	﹤0.01%	335
2023 Q3	$31.8K	Sell	485 -150	-24%	-$10K	0.01%	319
2023 Q2	$41.3K	Sell	635 -275	-30%	-$16.7K	0.01%	294
2023 Q1	$52.8K	Buy	910 +451	+98%	+$24.5K	0.01%	263
2022 Q4	$22K	Hold	459	–	–	﹤0.01%	290
2022 Q3	$22K	Buy	+459	New	+$25.3K	﹤0.01%	266

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

Guardian Wealth Advisors (North Carolina)'s XLC Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 152 shares — an estimated $16.8K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XLC in Q3 2022 and held it in 13 quarters. The position peaked at $52.8K in Q1 2023. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 152 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $16.8K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2022 and held it in 13 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street Communication Services Select Sector SPDR ETF position peaked at $52.8K in Q1 2023.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.