Independence Wealth Advisors (Ohio)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.36M Buy
31,379
+1,737
+6% +$198K 1.69% 16
2026
Q1
$3.29M Buy
29,642
+3,549
+14% +$411K 1.75% 13
2025
Q4
$3.07M Buy
+26,093
New +$3M 1.73% 17

Other funds holding XLC

Independence Wealth Advisors (Ohio)'s XLC Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 5.9% in Q2 2026, buying an estimated $198K and bringing the position to 31,379 shares worth $3.36M. The position accounts for 1.69% of the portfolio, ranked #16.

Independence Wealth Advisors (Ohio) first reported a position in XLC in Q4 2025 and has held it in 3 quarters since. 1,150 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 31,379 shares of State Street Communication Services Select Sector SPDR ETF worth $3.36M as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 1,737 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $198K.
  • State Street Communication Services Select Sector SPDR ETF made up 1.69% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #16 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,150 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.