Kingswood 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
$452K Sell
4,218
-319
-7% -$36.4K 0.02% 635
2026
Q1
$503K Buy
4,537
+82
+2% +$9.49K 0.02% 548
2025
Q4
$524K Buy
4,455
+1,024
+30% +$118K 0.03% 511
2025
Q3
$406K Buy
3,431
+403
+13% +$44.8K 0.02% 538
2025
Q2
$329K Buy
3,028
+118
+4% +$11.6K 0.03% 545
2025
Q1
$281K Sell
2,910
-1,279
-31% -$128K 0.03% 570
2024
Q4
$406K Sell
4,189
-706
-14% -$67.3K 0.03% 508
2024
Q3
$441K Buy
4,895
+1,534
+46% +$132K 0.03% 488
2024
Q2
$288K Buy
+3,361
New +$277K 0.03% 536

Other funds holding XLC

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

Kingswood Wealth Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 7% in Q2 2026, selling an estimated $36.4K and leaving 4,218 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #635.

Kingswood Wealth Advisors first reported a position in XLC in Q2 2024 and has held it in 9 quarters since. The position peaked at $524K in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Kingswood Wealth Advisors held 4,218 shares of State Street Communication Services Select Sector SPDR ETF worth $452K as of Q2 2026.
  • Kingswood Wealth Advisors sold 319 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $36.4K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #635 holding.
  • Kingswood Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • Kingswood Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $524K in Q4 2025.
  • 1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.