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

IMZ 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 		$24.9M Buy
232,536
+21,763
+10% +$2.48M 7.89% 5
2026
Q1 		$23.4M Buy
210,773
+6,264
+3% +$725K 8.84% 3
2025
Q4 		$24.1M Buy
204,509
+1,384
+0.7% +$159K 8.81% 3
2025
Q3 		$24M Buy
203,125
+5,077
+3% +$564K 8.95% 3
2025
Q2 		$21M Buy
198,048
+4,966
+3% +$489K 8.42% 4
2025
Q1 		$18.6M Buy
193,082
+4,003
+2% +$400K 8.45% 5
2024
Q4 		$18.3M Sell
189,079
-2,695
-1% -$257K 8.35% 6
2024
Q3 		$17.4M Buy
191,774
+287
+0.1% +$24.7K 8.06% 6
2024
Q2 		$16.4M Buy
191,487
+3,841
+2% +$316K 8.19% 5
2024
Q1 		$15.3M Sell
187,646
-5,008
-3% -$390K 7.9% 6
2023
Q4 		$15.2M Buy
+192,654
New +$13.3M 8.2% 5

Other funds holding XLC

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
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return