Long Run 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
2025
Q4
$9.2M Buy
78,137
+4,155
+6% +$478K 1.73% 15
2025
Q3
$8.76M Sell
73,982
-1,371
-2% -$152K 1.72% 15
2025
Q2
$8.18M Sell
75,353
-532
-0.7% -$52.4K 1.72% 16
2025
Q1
$7.32M Buy
75,885
+5,382
+8% +$537K 1.66% 16
2024
Q4
$6.83M Sell
70,503
-8,443
-11% -$805K 1.64% 15
2024
Q3
$7.14M Buy
78,946
+464
+0.6% +$40K 1.68% 15
2024
Q2
$6.72M Sell
78,482
-46,815
-37% -$3.86M 1.7% 15
2024
Q1
$10.2M Buy
125,297
+4,769
+4% +$371K 2.69% 10
2023
Q4
$8.76M Buy
120,528
+5,397
+5% +$371K 2.53% 11
2023
Q3
$7.55M Buy
115,131
+6,216
+6% +$415K 2.45% 12
2023
Q2
$7.09M Buy
108,915
+17,143
+19% +$1.04M 2.26% 13
2023
Q1
$5.32M Buy
91,772
+17,260
+23% +$937K 1.81% 17
2022
Q4
$3.58M Buy
74,512
+5,271
+8% +$258K 1.29% 25
2022
Q3
$3.32M Sell
69,241
-35,313
-34% -$1.94M 1.31% 22
2022
Q2
$5.67M Buy
104,554
+5,256
+5% +$316K 2.2% 13
2022
Q1
$6.83M Buy
99,298
+4,622
+5% +$326K 2.39% 11
2021
Q4
$7.35M Buy
+94,676
New +$7.48M 2.55% 10

Other funds holding XLC

Long Run Wealth Advisors's XLC Position: Q4 2025 in Review

Long Run Wealth Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 5.6% in Q4 2025, buying an estimated $478K and bringing the position to 78,137 shares worth $9.2M. The position accounts for 1.73% of the portfolio, ranked #15.

Long Run Wealth Advisors first reported a position in XLC in Q4 2021 and has held it in 17 quarters since. The position peaked at $10.2M in Q1 2024. 1,200 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

  • Long Run Wealth Advisors held 78,137 shares of State Street Communication Services Select Sector SPDR ETF worth $9.2M as of Q4 2025.
  • Long Run Wealth Advisors bought 4,155 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $478K.
  • State Street Communication Services Select Sector SPDR ETF made up 1.73% of Long Run Wealth Advisors's portfolio in Q4 2025, its #15 holding.
  • Long Run Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
  • Long Run Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $10.2M in Q1 2024.
  • 1,200 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.