McAdam LLC’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

McAdam LLC’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	$560K	Sell	5,227 -128	-2%	-$14.6K	0.02%	255
2026 Q1	$594K	Buy	5,355 +468	+10%	+$54.2K	0.03%	218
2025 Q4	$575K	Buy	4,887 +612	+14%	+$70.4K	0.03%	210
2025 Q3	$506K	Buy	4,275 +959	+29%	+$107K	0.02%	215
2025 Q2	$360K	Sell	3,316 -90	-3%	-$8.87K	0.02%	252
2025 Q1	$329K	Buy	3,406 +355	+12%	+$35.5K	0.02%	250
2024 Q4	$295K	Buy	3,051 +20	+0.7%	+$1.91K	0.02%	280
2024 Q3	$274K	Sell	3,031 -40	-1%	-$3.45K	0.02%	273
2024 Q2	$263K	Buy	3,071 +38	+1%	+$3.13K	0.02%	262
2024 Q1	$248K	Buy	3,033 +5	+0.2%	+$389	0.02%	256
2023 Q4	$220K	Buy	+3,028	New	+$208K	0.02%	253
2023 Q3	–	Sell	-3,217	Closed	-$209K	–	271
2023 Q2	$209K	Buy	+3,217	New	+$196K	0.02%	249

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

McAdam LLC's XLC Position: Q2 2026 in Review

McAdam LLC reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.4% in Q2 2026, selling an estimated $14.6K and leaving 5,227 shares worth $560K. The position accounts for 0.02% of the portfolio, ranked #255.

McAdam LLC first reported a position in XLC in Q2 2023 and has held it in 12 quarters since. The position peaked at $594K in Q1 2026. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

McAdam LLC held 5,227 shares of State Street Communication Services Select Sector SPDR ETF worth $560K as of Q2 2026.
McAdam LLC sold 128 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $14.6K.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #255 holding.
McAdam LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
McAdam LLC's State Street Communication Services Select Sector SPDR ETF position peaked at $594K in Q1 2026.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.