Innova Wealth Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Innova Wealth Partners’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	$435K	Buy	4,057 +948	+30%	+$108K	0.18%	94
2026 Q1	$345K	Sell	3,109 -37,010	-92%	-$4.28M	0.16%	110
2025 Q4	$4.72M	Sell	40,119 -1,998	-5%	-$230K	2.38%	10
2025 Q3	$4.99M	Sell	42,117 -4,824	-10%	-$536K	2.69%	7
2025 Q2	$5.09M	Sell	46,941 -3,932	-8%	-$387K	2.99%	7
2025 Q1	$4.91M	Sell	50,873 -8,986	-15%	-$897K	3.04%	9
2024 Q4	$5.79M	Buy	59,859 +55,567	+1,295%	+$5.3M	3.65%	7
2024 Q3	$388K	Sell	4,292 -57,740	-93%	-$4.98M	0.32%	52
2024 Q2	$5.31M	Sell	62,032 -1,460	-2%	-$120K	3.8%	6
2024 Q1	$5.18M	Sell	63,492 -1,532	-2%	-$119K	4%	5
2023 Q4	$4.72M	Sell	65,024 -10,184	-14%	-$701K	4.07%	9
2023 Q3	$4.93M	Sell	75,208 -1,058	-1%	-$70.6K	4.43%	7
2023 Q2	$4.96M	Sell	76,266 -5,109	-6%	-$311K	4.23%	8
2023 Q1	$4.72M	Buy	+81,375	New	+$4.42M	4.13%	7
2021 Q4	–	Sell	-65,592	Closed	-$5.25M	–	75
2021 Q3	$5.25M	Buy	65,592 +2,513	+4%	+$208K	4.16%	7
2021 Q2	$5.11M	Buy	63,079 +1,575	+3%	+$123K	4.02%	7
2021 Q1	$4.51M	Sell	61,504 -3,405	-5%	-$242K	3.83%	12
2020 Q4	$4.38M	Buy	+64,909	New	+$4.13M	4.09%	8

Other funds holding XLC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Innova Wealth Partners's XLC Position: Q2 2026 in Review

Innova Wealth Partners increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 30% in Q2 2026, buying an estimated $108K and bringing the position to 4,057 shares worth $435K. The position accounts for 0.18% of the portfolio, ranked #94.

Innova Wealth Partners first reported a position in XLC in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.79M in Q4 2024. 494 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Innova Wealth Partners held 4,057 shares of State Street Communication Services Select Sector SPDR ETF worth $435K as of Q2 2026.
Innova Wealth Partners bought 948 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $108K.
State Street Communication Services Select Sector SPDR ETF made up 0.18% of Innova Wealth Partners's portfolio in Q2 2026, its #94 holding.
Innova Wealth Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
Innova Wealth Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $5.79M in Q4 2024.
494 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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