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

NewEdge 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	$21.4M	Sell	200,007 -5,815	-3%	-$663K	0.06%	280
2026 Q1	$22.8M	Sell	205,822 -14,617	-7%	-$1.69M	0.08%	235
2025 Q4	$26M	Buy	220,439 +8,184	+4%	+$942K	0.09%	203
2025 Q3	$25.1M	Buy	212,255 +37,336	+21%	+$4.15M	0.11%	172
2025 Q2	$19M	Buy	174,919 +19,731	+13%	+$1.94M	0.1%	216
2025 Q1	$15M	Buy	155,188 +4,130	+3%	+$412K	0.09%	229
2024 Q4	$14.6M	Sell	151,058 -1,886	-1%	-$180K	0.09%	223
2024 Q3	$13.8M	Sell	152,944 -290	-0.2%	-$25K	0.09%	229
2024 Q2	$13.1M	Buy	153,234 +42,162	+38%	+$3.47M	0.1%	211
2024 Q1	$9.07M	Buy	111,072 +31,458	+40%	+$2.45M	0.08%	249
2023 Q4	$5.82M	Buy	79,614 +14,843	+23%	+$1.02M	0.06%	317
2023 Q3	$4.25M	Buy	64,771 +6,683	+12%	+$446K	0.05%	364
2023 Q2	$3.78M	Buy	58,088 +21,279	+58%	+$1.3M	0.04%	391
2023 Q1	$2.13M	Buy	36,809 +19,190	+109%	+$1.04M	0.03%	517
2022 Q4	$374K	Sell	17,619 -14,221	-45%	-$696K	0.01%	906
2022 Q3	$1.52M	Sell	31,840 -26,958	-46%	-$1.48M	0.03%	503
2022 Q2	$3.19M	Sell	58,798 -48,370	-45%	-$2.91M	0.05%	332
2022 Q1	$7.37M	Buy	107,168 +1,575	+1%	+$111K	0.12%	179
2021 Q4	$8.2M	Buy	105,593 +42,955	+69%	+$3.4M	0.12%	162
2021 Q3	$5.02M	Buy	62,638 +546	+0.9%	+$45.2K	0.12%	170
2021 Q2	$5.03M	Sell	62,092 -949	-2%	-$73.9K	0.13%	160
2021 Q1	$4.62M	Buy	63,041 +446	+0.7%	+$31.7K	0.14%	159
2020 Q4	$4.22M	Buy	62,595 +4,915	+9%	+$313K	0.14%	155
2020 Q3	$3.43M	Buy	57,680 +1,416	+3%	+$83.9K	0.12%	176
2020 Q2	$3.04M	Sell	56,264 -3,558	-6%	-$183K	0.12%	174
2020 Q1	$2.65M	Buy	+59,822	New	+$3.09M	0.13%	155

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

NewEdge Advisors's XLC Position: Q2 2026 in Review

NewEdge Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.8% in Q2 2026, selling an estimated $663K and leaving 200,007 shares worth $21.4M. The position accounts for 0.06% of the portfolio, ranked #280.

NewEdge Advisors first reported a position in XLC in Q1 2020 and has held it in 26 quarters since. The position peaked at $26M in Q4 2025. 1,157 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

NewEdge Advisors held 200,007 shares of State Street Communication Services Select Sector SPDR ETF worth $21.4M as of Q2 2026.
NewEdge Advisors sold 5,815 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $663K.
State Street Communication Services Select Sector SPDR ETF made up 0.06% of NewEdge Advisors's portfolio in Q2 2026, its #280 holding.
NewEdge Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
NewEdge Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $26M in Q4 2025.
1,157 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.