JFS Wealth Advisors’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
$196K Hold
1,832
0.01% 340
2026
Q1
$203K Hold
1,832
0.01% 325
2025
Q4
$216K Sell
1,832
-126
-6% -$14.5K 0.01% 309
2025
Q3
$232K Buy
1,958
+1,577
+414% +$175K 0.01% 308
2025
Q2
$41.4K Hold
381
﹤0.01% 499
2025
Q1
$36.7K Sell
381
-127
-25% -$12.7K ﹤0.01% 532
2024
Q4
$49.2K Hold
508
﹤0.01% 463
2024
Q3
$45.9K Sell
508
-664
-57% -$57.2K ﹤0.01% 486
2024
Q2
$100K Buy
1,172
+127
+12% +$10.5K 0.01% 307
2024
Q1
$85.3K Buy
1,045
+911
+680% +$71K 0.01% 344
2023
Q4
$9.74K Sell
134
-39
-23% -$2.68K ﹤0.01% 781
2023
Q3
$11.3K Hold
173
﹤0.01% 690
2023
Q2
$11.3K Sell
173
-48
-22% -$2.92K ﹤0.01% 694
2023
Q1
$12.8K Sell
221
-415
-65% -$22.5K ﹤0.01% 635
2022
Q4
$30.5K Sell
636
-988
-61% -$48.4K ﹤0.01% 440
2022
Q3
$78K Hold
1,624
0.01% 310
2022
Q2
$88K Hold
1,624
0.01% 297
2022
Q1
$112K Hold
1,624
0.01% 283
2021
Q4
$126K Hold
1,624
0.01% 272
2021
Q3
$130K Buy
+1,624
New +$134K 0.01% 269
2020
Q4
Sell
-520
Closed -$31K 636
2020
Q3
$31K Buy
+520
New +$30.8K 0.01% 281
2018
Q4
Sell
-186
Closed -$9K 543
2018
Q3
$9K Buy
+186
New +$9.19K ﹤0.01% 421

Other funds holding XLC

JFS Wealth Advisors's XLC Position: Q2 2026 in Review

JFS Wealth Advisors held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 1,832 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #340.

JFS Wealth Advisors first reported a position in XLC in Q3 2018 and has held it in 22 quarters since. The position peaked at $232K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • JFS Wealth Advisors held 1,832 shares of State Street Communication Services Select Sector SPDR ETF worth $196K as of Q2 2026.
  • JFS Wealth Advisors 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 JFS Wealth Advisors's portfolio in Q2 2026, its #340 holding.
  • JFS Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 22 quarters since.
  • JFS Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $232K in Q3 2025.
  • 1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.