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

Mutual 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 Q1	$4.04M	Sell	36,472 -69,374	-66%	-$8.03M	0.09%	225
2025 Q4	$12.5M	Sell	105,846 -1,457	-1%	-$168K	0.27%	62
2025 Q3	$12.4M	Buy	107,303 +13,325	+14%	+$1.48M	0.27%	65
2025 Q2	$10.1M	Buy	93,978 +52,197	+125%	+$5.14M	0.25%	69
2025 Q1	$3.94M	Sell	41,781 -5,882	-12%	-$587K	0.11%	181
2024 Q4	$4.6M	Sell	47,663 -1,158	-2%	-$110K	0.13%	153
2024 Q3	$4.42M	Sell	48,821 -32,195	-40%	-$2.78M	0.13%	154
2024 Q2	$6.84M	Sell	81,016 -88,480	-52%	-$7.29M	0.21%	93
2024 Q1	$13.8M	Buy	169,496 +16,537	+11%	+$1.29M	0.44%	33
2023 Q4	$11.1M	Buy	152,959 +35,558	+30%	+$2.45M	0.39%	41
2023 Q3	$7.7M	Sell	117,401 -16,482	-12%	-$1.1M	0.3%	63
2023 Q2	$8.71M	Buy	133,883 +39,881	+42%	+$2.43M	0.33%	51
2023 Q1	$5.45M	Buy	94,002 +74,507	+382%	+$4.05M	0.22%	95
2022 Q4	$936K	Sell	19,495 -9,602	-33%	-$470K	0.04%	426
2022 Q3	$1.39M	Buy	29,097 +10,661	+58%	+$586K	0.07%	282
2022 Q2	$1M	Sell	18,436 -1,511	-8%	-$91K	0.07%	336
2022 Q1	$1.37M	Sell	19,947 -33,492	-63%	-$2.36M	0.08%	281
2021 Q4	$4.15M	Sell	53,439 -9,039	-14%	-$715K	0.22%	97
2021 Q3	$5M	Buy	62,478 +11,097	+22%	+$919K	0.3%	73
2021 Q2	$4.16M	Buy	51,381 +19,038	+59%	+$1.48M	0.25%	99
2021 Q1	$2.37M	Sell	32,343 -3,787	-10%	-$269K	0.16%	156
2020 Q4	$2.44M	Buy	36,130 +17,173	+91%	+$1.09M	0.18%	125
2020 Q3	$1.13M	Sell	18,957 -11,758	-38%	-$696K	0.1%	221
2020 Q2	$1.66M	Buy	+30,715	New	+$1.58M	0.16%	147
2020 Q1	–	Sell	-9,531	Closed	-$511K	–	648
2019 Q4	$511K	Buy	9,531 +759	+9%	+$39.1K	0.05%	339
2019 Q3	$434K	Buy	8,772 +95	+1%	+$4.76K	0.06%	334
2019 Q2	$427K	Buy	8,677 +781	+10%	+$38K	0.06%	355
2019 Q1	$369K	Buy	+7,896	New	+$360K	0.05%	323
2018 Q4	–	Sell	-18,767	Closed	-$920K	–	495
2018 Q3	$920K	Buy	+18,767	New	+$927K	0.14%	181

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Mutual Advisors's XLC Position: Q1 2026 in Review

Mutual Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 66% in Q1 2026, selling an estimated $8.03M and leaving 36,472 shares worth $4.04M. The position accounts for 0.09% of the portfolio, ranked #225.

Mutual Advisors first reported a position in XLC in Q3 2018 and has held it in 29 quarters since. The position peaked at $13.8M in Q1 2024. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Mutual Advisors held 36,472 shares of State Street Communication Services Select Sector SPDR ETF worth $4.04M as of Q1 2026.
Mutual Advisors sold 69,374 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $8.03M.
State Street Communication Services Select Sector SPDR ETF made up 0.09% of Mutual Advisors's portfolio in Q1 2026, its #225 holding.
Mutual Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 29 quarters since.
Mutual Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $13.8M in Q1 2024.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.