HIW
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Holos Integrated Wealth’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Holos Integrated Wealth’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
-1
Closed -$112 – 419
2026
Q1 		$112 Buy
+1
New +$116 ﹤0.01% 402

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

Holos Integrated Wealth's XLC Position: Q2 2026 in Review

Holos Integrated Wealth sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 1 share — an estimated $112 sold.

Holos Integrated Wealth first reported a position in XLC in Q1 2026 and held it in 1 quarter. The position peaked at $112 in Q1 2026. 354 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Holos Integrated Wealth reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 1 State Street Communication Services Select Sector SPDR ETF share in Q2 2026, an estimated $112.
  • Holos Integrated Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $112 in Q1 2026.
  • 354 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.