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HHM Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

HHM Wealth 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 		$39.4K Hold
368
– – ﹤0.01% 421
2026
Q1 		$40.8K Sell
368
-528
-59% -$61.1K ﹤0.01% 395
2025
Q4 		$105K Buy
896
+45
+5% +$5.18K 0.01% 265
2025
Q3 		$101K Hold
851
– – 0.01% 275
2025
Q2 		$92.4K Hold
851
– – 0.01% 284
2025
Q1 		$82.1K Hold
851
– – 0.01% 288
2024
Q4 		$82.4K Sell
851
-730
-46% -$69.6K 0.01% 287
2024
Q3 		$143K Buy
1,581
+270
+21% +$23.3K 0.02% 216
2024
Q2 		$112K Buy
1,311
+53
+4% +$4.37K 0.02% 230
2024
Q1 		$103K Hold
1,258
– – 0.02% 204
2023
Q4 		$91.4K Hold
1,258
– – 0.02% 218
2023
Q3 		$82.5K Hold
1,258
– – 0.02% 213
2023
Q2 		$81.9K Hold
1,258
– – 0.02% 229
2023
Q1 		$72.9K Buy
1,258
+528
+72% +$28.7K 0.01% 235
2022
Q4 		$35K Hold
730
– – 0.01% 281
2022
Q3 		$35K Sell
730
-239
-25% -$13.1K 0.01% 280
2022
Q2 		$53K Buy
969
+239
+33% +$14.4K 0.01% 272
2022
Q1 		$50K Buy
+730
New +$51.4K 0.01% 308

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
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

HHM Wealth Advisors's XLC Position: Q2 2026 in Review

HHM Wealth Advisors held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 368 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

HHM Wealth Advisors first reported a position in XLC in Q1 2022 and has held it in 18 quarters since. The position peaked at $143K in Q3 2024. 390 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • HHM Wealth Advisors held 368 shares of State Street Communication Services Select Sector SPDR ETF worth $39.4K as of Q2 2026.
  • HHM Wealth 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 HHM Wealth Advisors's portfolio in Q2 2026, its #421 holding.
  • HHM Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • HHM Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $143K in Q3 2024.
  • 390 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.