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 Q3	$301K	Hold	2,713	–	–	0.03%	367
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

LVW Advisors's XLC Position: Q3 2026 in Review

LVW Advisors held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q3 2026 at 2,713 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #367.

LVW Advisors first reported a position in XLC in Q4 2018 and has held it in 10 quarters since. The position peaked at $681K in Q2 2020. 659 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

LVW Advisors held 2,713 shares of State Street Communication Services Select Sector SPDR ETF worth $301K as of Q3 2026.
LVW Advisors left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of LVW Advisors's portfolio in Q3 2026, its #367 holding.
LVW Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 10 quarters since.
LVW Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $681K in Q2 2020.
659 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.