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Juncture Wealth Strategies’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Juncture Wealth Strategies’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 		– Sell
-2,169
Closed -$240K – 186
2026
Q1 		$240K Sell
2,169
-136
-6% -$15.7K 0.08% 121
2025
Q4 		$271K Buy
2,305
+70
+3% +$8.06K 0.09% 112
2025
Q3 		$265K Buy
2,235
+149
+7% +$16.6K 0.09% 114
2025
Q2 		$226K Sell
2,086
-1,602
-43% -$158K 0.08% 112
2025
Q1 		$356K Buy
3,688
+293
+9% +$29.3K 0.14% 92
2024
Q4 		$329K Buy
3,395
+30
+0.9% +$2.86K 0.12% 99
2024
Q3 		$304K Buy
3,365
+790
+31% +$68.1K 0.12% 101
2024
Q2 		$221K Sell
2,575
-260
-9% -$21.4K 0.09% 106
2024
Q1 		$232K Buy
+2,835
New +$221K 0.1% 103
2018
Q4 		– Sell
-111,888
Closed -$5.48M – 117
2018
Q3 		$5.48M Buy
+111,888
New +$5.53M 2.87% 10

Other funds holding XLC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Juncture Wealth Strategies's XLC Position: Q2 2026 in Review

Juncture Wealth Strategies sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 2,169 shares — an estimated $240K sold.

Juncture Wealth Strategies first reported a position in XLC in Q3 2018 and held it in 10 quarters. The position peaked at $5.48M in Q3 2018. 669 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Juncture Wealth Strategies reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Juncture Wealth Strategies sold 2,169 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $240K.
  • Juncture Wealth Strategies first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and held it in 10 quarters.
  • Juncture Wealth Strategies's State Street Communication Services Select Sector SPDR ETF position peaked at $5.48M in Q3 2018.
  • 669 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.