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

IAM 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	–	Sell	-23,094	Closed	-$2.56M	–	113
2026 Q1	$2.56M	Sell	23,094 -248	-1%	-$28.7K	0.57%	32
2025 Q4	$2.75M	Buy	23,342 +17	+0.1%	+$1.96K	0.61%	24
2025 Q3	$2.76M	Sell	23,325 -691	-3%	-$76.8K	0.62%	22
2025 Q2	$2.61M	Sell	24,016 -105	-0.4%	-$10.3K	0.63%	21
2025 Q1	$2.33M	Sell	24,121 -264	-1%	-$26.4K	0.6%	25
2024 Q4	$2.36M	Sell	24,385 -1,097	-4%	-$105K	0.6%	26
2024 Q3	$2.3M	Sell	25,482 -266	-1%	-$22.9K	0.58%	26
2024 Q2	$2.21M	Buy	25,748 +80	+0.3%	+$6.59K	0.6%	29
2024 Q1	$2.1M	Buy	25,668 +22,887	+823%	+$1.78M	0.57%	29
2023 Q4	$202K	Buy	+2,781	New	+$191K	0.06%	94
2022 Q1	–	Sell	-19,528	Closed	-$1.48M	–	87
2021 Q4	$1.48M	Sell	19,528 -2,888	-13%	-$228K	0.59%	21
2021 Q3	$1.79M	Buy	+22,416	New	+$1.86M	0.76%	15
2021 Q2	–	Sell	-22,223	Closed	-$1.73M	–	106
2021 Q1	$1.73M	Buy	+22,223	New	+$1.58M	0.75%	14

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

IAM Advisory's XLC Position: Q2 2026 in Review

IAM Advisory sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 23,094 shares — an estimated $2.56M sold.

IAM Advisory first reported a position in XLC in Q1 2021 and held it in 13 quarters. The position peaked at $2.76M in Q3 2025. 1,153 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

IAM Advisory reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
IAM Advisory sold 23,094 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $2.56M.
IAM Advisory first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and held it in 13 quarters.
IAM Advisory's State Street Communication Services Select Sector SPDR ETF position peaked at $2.76M in Q3 2025.
1,153 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.