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

Naples Global 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	$2.74M	Buy	25,599 +872	+4%	+$99.4K	0.17%	134
2026 Q1	$2.74M	Buy	24,727 +905	+4%	+$105K	0.2%	125
2025 Q4	$2.8M	Sell	23,822 -254	-1%	-$29.2K	0.21%	118
2025 Q3	$2.85M	Buy	24,076 +127	+0.5%	+$14.1K	0.22%	111
2025 Q2	$2.6M	Buy	23,949 +683	+3%	+$67.3K	0.22%	114
2025 Q1	$2.24M	Sell	23,266 -445	-2%	-$44.4K	0.21%	130
2024 Q4	$2.3M	Sell	23,711 -5	-0%	-$477	0.21%	122
2024 Q3	$2.14M	Sell	23,716 -105	-0.4%	-$9.05K	0.2%	132
2024 Q2	$2.04M	Sell	23,821 -624	-3%	-$51.4K	0.2%	133
2024 Q1	$2M	Sell	24,445 -854	-3%	-$66.5K	0.2%	143
2023 Q4	$1.84M	Buy	25,299 +1,315	+5%	+$90.5K	0.2%	138
2023 Q3	$1.57M	Sell	23,984 -190	-0.8%	-$12.7K	0.19%	149
2023 Q2	$1.57M	Buy	24,174 +1,036	+4%	+$63.1K	0.18%	155
2023 Q1	$1.34M	Buy	23,138 +2,380	+11%	+$129K	0.17%	174
2022 Q4	$996K	Buy	20,758 +14,055	+210%	+$688K	0.13%	204
2022 Q3	$321K	Sell	6,703 -725	-10%	-$39.9K	0.04%	309
2022 Q2	$403K	Hold	7,428	–	–	0.05%	291
2022 Q1	$511K	Hold	7,428	–	–	0.06%	276
2021 Q4	$577K	Buy	7,428 +325	+5%	+$25.7K	0.07%	266
2021 Q3	$569K	Buy	7,103 +150	+2%	+$12.4K	0.07%	263
2021 Q2	$563K	Buy	6,953 +455	+7%	+$35.4K	0.08%	256
2021 Q1	$476K	Hold	6,498	–	–	0.07%	264
2020 Q4	$438K	Buy	6,498 +625	+11%	+$39.8K	0.07%	259
2020 Q3	$349K	Buy	5,873 +630	+12%	+$37.3K	0.07%	261
2020 Q2	$283K	Buy	+5,243	New	+$269K	0.06%	285

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

Naples Global Advisors's XLC Position: Q2 2026 in Review

Naples Global Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.5% in Q2 2026, buying an estimated $99.4K and bringing the position to 25,599 shares worth $2.74M. The position accounts for 0.17% of the portfolio, ranked #134.

Naples Global Advisors first reported a position in XLC in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.85M in Q3 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Naples Global Advisors held 25,599 shares of State Street Communication Services Select Sector SPDR ETF worth $2.74M as of Q2 2026.
Naples Global Advisors bought 872 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $99.4K.
State Street Communication Services Select Sector SPDR ETF made up 0.17% of Naples Global Advisors's portfolio in Q2 2026, its #134 holding.
Naples Global Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
Naples Global Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $2.85M in Q3 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.