Independent Advisor Alliance’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Independent Advisor Alliance’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	$385K	Sell	3,597 -51,409	-93%	-$5.86M	0.01%	756
2026 Q1	$6.1M	Buy	55,006 +51,186	+1,340%	+$5.93M	0.07%	271
2025 Q4	$450K	Buy	3,820 +937	+33%	+$108K	0.01%	677
2025 Q3	$341K	Buy	2,883 +843	+41%	+$93.7K	0.01%	732
2025 Q2	$221K	Buy	+2,040	New	+$201K	0.01%	813
2025 Q1	–	Sell	-124,997	Closed	-$12.1M	–	1380
2024 Q4	$12.1M	Buy	+124,997	New	+$11.9M	0.16%	138
2020 Q1	–	Sell	-5,555	Closed	-$298K	–	879
2019 Q4	$298K	Buy	+5,555	New	+$286K	0.01%	680

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

Independent Advisor Alliance's XLC Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 93% in Q2 2026, selling an estimated $5.86M and leaving 3,597 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #756.

Independent Advisor Alliance first reported a position in XLC in Q4 2019 and has held it in 7 quarters since. The position peaked at $12.1M in Q4 2024. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Independent Advisor Alliance held 3,597 shares of State Street Communication Services Select Sector SPDR ETF worth $385K as of Q2 2026.
Independent Advisor Alliance sold 51,409 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $5.86M.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #756 holding.
Independent Advisor Alliance first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 7 quarters since.
Independent Advisor Alliance's State Street Communication Services Select Sector SPDR ETF position peaked at $12.1M in Q4 2024.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.