JVL Associates’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

JVL Associates’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	$710K	Hold	6,625	–	–	0.2%	41
2026 Q1	$734K	Hold	6,625	–	–	0.25%	33
2025 Q4	$780K	Hold	6,625	–	–	0.25%	33
2025 Q3	$784K	Hold	6,625	–	–	0.26%	34
2025 Q2	$719K	Hold	6,625	–	–	0.26%	34
2025 Q1	$639K	Hold	6,625	–	–	0.26%	34
2024 Q4	$641K	Sell	6,625 -151	-2%	-$14.4K	0.24%	33
2024 Q3	$613K	Sell	6,776 -605	-8%	-$52.2K	0.24%	34
2024 Q2	$632K	Sell	7,381 -37	-0.5%	-$3.05K	0.25%	32
2024 Q1	$606K	Hold	7,418	–	–	0.25%	33
2023 Q4	$539K	Sell	7,418 -6,429	-46%	-$442K	0.24%	29
2023 Q3	$908K	Sell	13,847 -3,815	-22%	-$254K	0.47%	23
2023 Q2	$1.15M	Sell	17,662 -1,011	-5%	-$61.6K	0.56%	21
2023 Q1	$1.08M	Sell	18,673 -68	-0.4%	-$3.69K	0.57%	21
2022 Q4	$899K	Hold	18,741	–	–	0.52%	22
2022 Q3	$898K	Hold	18,741	–	–	0.54%	23
2022 Q2	$1.02M	Sell	18,741 -51	-0.3%	-$3.07K	0.71%	21
2022 Q1	$1.29M	Buy	18,792 +51	+0.3%	+$3.59K	0.8%	19
2021 Q4	$1.46M	Hold	18,741	–	–	0.91%	22
2021 Q3	$1.5M	Hold	18,741	–	–	1.03%	19
2021 Q2	$1.52M	Hold	18,741	–	–	1.05%	18
2021 Q1	$1.37M	Sell	18,741 -56	-0.3%	-$3.98K	1.02%	19
2020 Q4	$1.27M	Sell	18,797 -1,691	-8%	-$108K	1.01%	18
2020 Q3	$1.22M	Sell	20,488 -25	-0.1%	-$1.48K	1.15%	16
2020 Q2	$1.11M	Sell	20,513 -1,235	-6%	-$63.4K	1.16%	17
2020 Q1	$962K	Hold	21,748	–	–	1.16%	23
2019 Q4	$1.17M	Sell	21,748 -1,572	-7%	-$81K	1.09%	20
2019 Q3	$1.16M	Hold	23,320	–	–	0.95%	22
2019 Q2	$1.15M	Buy	+23,320	New	+$1.13M	0.97%	21

Other funds holding XLC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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 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

JVL Associates's XLC Position: Q2 2026 in Review

JVL Associates held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 6,625 shares worth $710K. The position accounts for 0.2% of the portfolio, ranked #41.

JVL Associates first reported a position in XLC in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.52M in Q2 2021. 647 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

JVL Associates held 6,625 shares of State Street Communication Services Select Sector SPDR ETF worth $710K as of Q2 2026.
JVL Associates 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 0.2% of JVL Associates's portfolio in Q2 2026, its #41 holding.
JVL Associates first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and has held it in 29 quarters since.
JVL Associates's State Street Communication Services Select Sector SPDR ETF position peaked at $1.52M in Q2 2021.
647 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.