Investment Research & Advisory Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Investment Research & Advisory Group’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	$40.3K	Hold	135	–	–	0.01%	150
2026 Q1	$49.1K	Buy	+135	New	+$15.6K	0.02%	128
2022 Q2	–	Sell	-236	Closed	-$16K	–	200
2022 Q1	$16K	Hold	236	–	–	0.01%	140
2021 Q4	$18K	Buy	+236	New	+$18.7K	0.01%	142

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

Investment Research & Advisory Group's XLC Position: Q2 2026 in Review

Investment Research & Advisory Group held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 135 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #150.

Investment Research & Advisory Group first reported a position in XLC in Q4 2021 and has held it in 4 quarters since. The position peaked at $49.1K in Q1 2026. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Investment Research & Advisory Group held 135 shares of State Street Communication Services Select Sector SPDR ETF worth $40.3K as of Q2 2026.
Investment Research & Advisory Group left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #150 holding.
Investment Research & Advisory Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 4 quarters since.
Investment Research & Advisory Group's State Street Communication Services Select Sector SPDR ETF position peaked at $49.1K in Q1 2026.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.