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LVW Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

LVW Advisors’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 		$291K Hold
2,713
– – 0.03% 359
2026
Q1 		$301K Buy
+2,713
New +$314K 0.03% 328
2020
Q3 		– Sell
-12,599
Closed -$681K – 230
2020
Q2 		$681K Sell
12,599
-427
-3% -$21.9K 0.16% 84
2020
Q1 		$576K Buy
13,026
+780
+6% +$40.3K 0.15% 82
2019
Q4 		$657K Buy
12,246
+1,344
+12% +$69.2K 0.15% 87
2019
Q3 		$540K Sell
10,902
-797
-7% -$39.9K 0.13% 97
2019
Q2 		$576K Buy
11,699
+13
+0.1% +$632 0.16% 86
2019
Q1 		$547K Buy
11,686
+1,946
+20% +$88.7K 0.15% 95
2018
Q4 		$402K Buy
+9,740
New +$437K 0.14% 94

Other funds holding XLC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

LVW Advisors's XLC Position: Q2 2026 in Review

LVW Advisors held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 2,713 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #359.

LVW Advisors first reported a position in XLC in Q4 2018 and has held it in 9 quarters since. The position peaked at $681K in Q2 2020. 521 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • LVW Advisors held 2,713 shares of State Street Communication Services Select Sector SPDR ETF worth $291K as of Q2 2026.
  • LVW Advisors 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 0.03% of LVW Advisors's portfolio in Q2 2026, its #359 holding.
  • LVW Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 9 quarters since.
  • LVW Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $681K in Q2 2020.
  • 521 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.