JWCA
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J.W. Cole Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

J.W. Cole Advisors’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 		$2.05M Sell
19,138
-2,843
-13% -$324K 0.04% 490
2026
Q1 		$2.44M Buy
21,981
+1,100
+5% +$127K 0.08% 213
2025
Q4 		$515K Buy
20,881
+2,076
+11% +$239K 0.01% 892
2025
Q3 		$2.23M Buy
18,805
+2,963
+19% +$329K 0.04% 414
2025
Q2 		$1.72M Buy
15,842
+12,244
+340% +$1.21M 0.04% 472
2025
Q1 		$347K Sell
3,598
-11,303
-76% -$1.13M 0.01% 892
2024
Q4 		$1.44M Buy
14,901
+873
+6% +$83.2K 0.06% 323
2024
Q3 		$1.27M Sell
14,028
-2,619
-16% -$226K 0.05% 339
2024
Q2 		$1.43M Sell
16,647
-139
-0.8% -$11.5K 0.07% 277
2024
Q1 		$1.38M Buy
16,786
+4,578
+38% +$357K 0.07% 274
2023
Q4 		$887K Buy
12,208
+4,462
+58% +$307K 0.05% 325
2023
Q3 		$508K Buy
7,746
+1,510
+24% +$101K 0.04% 416
2023
Q2 		$406K Sell
6,236
-246
-4% -$15K 0.03% 480
2023
Q1 		$376K Buy
6,482
+643
+11% +$34.9K 0.03% 525
2022
Q4 		$280K Sell
5,839
-272
-4% -$13.3K 0.02% 582
2022
Q3 		$293K Sell
6,111
-157
-3% -$8.64K 0.02% 546
2022
Q2 		$340K Sell
6,268
-280
-4% -$16.9K 0.03% 509
2022
Q1 		$450K Buy
6,548
+2,539
+63% +$179K 0.03% 490
2021
Q4 		$311K Buy
+4,009
New +$317K 0.02% 637
2021
Q3 		– Sell
-4,318
Closed -$350K – 797
2021
Q2 		$350K Buy
4,318
+801
+23% +$62.4K 0.03% 537
2021
Q1 		$258K Sell
3,517
-283
-7% -$20.1K 0.02% 561
2020
Q4 		$256K Buy
+3,800
New +$242K 0.03% 523

Other funds holding XLC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
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

J.W. Cole Advisors's XLC Position: Q2 2026 in Review

J.W. Cole Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 13% in Q2 2026, selling an estimated $324K and leaving 19,138 shares worth $2.05M. The position accounts for 0.04% of the portfolio, ranked #490.

J.W. Cole Advisors first reported a position in XLC in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.44M in Q1 2026. 494 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • J.W. Cole Advisors held 19,138 shares of State Street Communication Services Select Sector SPDR ETF worth $2.05M as of Q2 2026.
  • J.W. Cole Advisors sold 2,843 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $324K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #490 holding.
  • J.W. Cole Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • J.W. Cole Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $2.44M in Q1 2026.
  • 494 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.