Moneta Group Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Moneta Group Investment 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	$528K	Sell	4,925 -67	-1%	-$7.63K	﹤0.01%	530
2026 Q1	$553K	Sell	4,992 -444	-8%	-$51.4K	﹤0.01%	488
2025 Q4	$640K	Buy	5,436 +501	+10%	+$57.7K	﹤0.01%	443
2025 Q3	$584K	Sell	4,935 -888	-15%	-$98.7K	﹤0.01%	458
2025 Q2	$632K	Buy	5,823 +1,727	+42%	+$170K	0.01%	388
2025 Q1	$395K	Buy	4,096 +836	+26%	+$83.5K	0.01%	474
2024 Q4	$316K	Buy	+3,260	New	+$311K	﹤0.01%	519

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

Moneta Group Investment Advisors's XLC Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.3% in Q2 2026, selling an estimated $7.63K and leaving 4,925 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Moneta Group Investment Advisors first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $640K in Q4 2025. 1,161 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Moneta Group Investment Advisors held 4,925 shares of State Street Communication Services Select Sector SPDR ETF worth $528K as of Q2 2026.
Moneta Group Investment Advisors sold 67 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $7.63K.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #530 holding.
Moneta Group Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Moneta Group Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $640K in Q4 2025.
1,161 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.