HIA
XLC icon

Harbor Investment Advisory’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Harbor Investment Advisory’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 		$77.8K Hold
726
– – 0.01% 632
2026
Q1 		$80.5K Sell
726
-384
-35% -$44.5K 0.01% 547
2025
Q4 		$131K Buy
1,110
+733
+194% +$84.4K 0.01% 471
2025
Q3 		$44.6K Sell
377
-7
-2% -$778 ﹤0.01% 660
2025
Q2 		$41.7K Buy
384
+122
+47% +$12K ﹤0.01% 663
2025
Q1 		$25.3K Sell
262
-11
-4% -$1.1K ﹤0.01% 731
2024
Q4 		$26.4K Sell
273
-2
-0.7% -$191 ﹤0.01% 712
2024
Q3 		$24.9K Sell
275
-90
-25% -$7.76K ﹤0.01% 718
2024
Q2 		$31.3K Sell
365
-6
-2% -$494 ﹤0.01% 663
2024
Q1 		$30.3K Hold
371
– – ﹤0.01% 668
2023
Q4 		$27K Buy
371
+29
+8% +$2K ﹤0.01% 670
2023
Q3 		$22.4K Hold
342
– – ﹤0.01% 679
2023
Q2 		$22.3K Sell
342
-18
-5% -$1.1K ﹤0.01% 881
2023
Q1 		$20.9K Sell
360
-463
-56% -$25.1K ﹤0.01% 909
2022
Q4 		$39.5K Hold
823
– – 0.01% 753
2022
Q3 		$39K Buy
823
+287
+54% +$15.8K 0.01% 758
2022
Q2 		$29K Buy
536
+493
+1,147% +$29.7K ﹤0.01% 828
2022
Q1 		$3K Hold
43
– – ﹤0.01% 1232
2021
Q4 		$3K Sell
43
-514
-92% -$40.6K ﹤0.01% 1205
2021
Q3 		$45K Buy
+557
New +$46.1K 0.01% 765

Other funds holding XLC

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return