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Laurel Wealth Advisors (North Carolina)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$3.01M Buy
28,137
+40
+0.1% +$4.56K 0.29% 62
2026
Q1 		$3.29M Buy
28,097
+1,310
+5% +$152K 0.32% 61
2025
Q4 		$3.15M Buy
26,787
+1,650
+7% +$190K 0.42% 58
2025
Q3 		$2.98M Buy
25,137
+3,001
+14% +$334K 0.42% 64
2025
Q2 		$2.4M Buy
22,136
+4,627
+26% +$456K 0.36% 70
2025
Q1 		$1.69M Sell
17,509
-20
-0.1% -$2K 0.26% 83
2024
Q4 		$1.7M Buy
17,529
+516
+3% +$49.2K 0.27% 83
2024
Q3 		$1.54M Buy
17,013
+255
+2% +$22K 0.25% 87
2024
Q2 		$1.44M Sell
16,758
-959
-5% -$79K 0.25% 85
2024
Q1 		$1.45M Buy
17,717
+1,347
+8% +$105K 0.25% 84
2023
Q4 		$1.19M Buy
16,370
+530
+3% +$36.5K 0.23% 91
2023
Q3 		$1.04M Buy
15,840
+701
+5% +$46.8K 0.22% 89
2023
Q2 		$985K Buy
15,139
+2,321
+18% +$141K 0.2% 97
2023
Q1 		$743K Buy
12,818
+4,210
+49% +$229K 0.16% 106
2022
Q4 		$413K Buy
8,608
+3,795
+79% +$186K 0.09% 122
2022
Q3 		$231K Buy
4,813
+621
+15% +$34.2K 0.06% 144
2022
Q2 		$227K Buy
4,192
+250
+6% +$15.1K 0.05% 148
2022
Q1 		$271K Buy
3,942
+506
+15% +$35.7K 0.06% 150
2021
Q4 		$267K Buy
3,436
+570
+20% +$45.1K 0.05% 148
2021
Q3 		$230K Buy
2,866
+1,190
+71% +$98.5K 0.05% 156
2021
Q2 		$136K Buy
1,676
+710
+73% +$55.3K 0.03% 193
2021
Q1 		$71K Buy
966
+125
+15% +$8.89K 0.02% 235
2020
Q4 		$57K Buy
841
+541
+180% +$34.4K 0.01% 250
2020
Q3 		$18K Buy
300
+20
+7% +$1.19K 0.01% 326
2020
Q2 		$15K Buy
280
+80
+40% +$4.11K ﹤0.01% 337
2020
Q1 		$9K Hold
200
– – ﹤0.01% 377
2019
Q4 		$11K Sell
200
-108
-35% -$5.56K ﹤0.01% 394
2019
Q3 		$15K Hold
308
– – 0.01% 343
2019
Q2 		$15K Buy
308
+108
+54% +$5.25K 0.01% 341
2019
Q1 		$9K Buy
+200
New +$9.12K ﹤0.01% 384

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s XLC Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.14% in Q2 2026, buying an estimated $4.56K and bringing the position to 28,137 shares worth $3.01M. The position accounts for 0.29% of the portfolio, ranked #62.

Laurel Wealth Advisors (North Carolina) first reported a position in XLC in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.29M in Q1 2026. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 28,137 shares of State Street Communication Services Select Sector SPDR ETF worth $3.01M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 40 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $4.56K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.29% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #62 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s State Street Communication Services Select Sector SPDR ETF position peaked at $3.29M in Q1 2026.
  • 1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.