Northstar Advisory Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Northstar Advisory Group’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	–	Sell	-12,330	Closed	-$1.45M	–	135
2025 Q4	$1.45M	Sell	12,330 -10,113	-45%	-$1.16M	0.52%	53
2025 Q3	$2.66M	Buy	22,443 +1,109	+5%	+$123K	1.08%	30
2025 Q2	$2.32M	Buy	21,334 +12,451	+140%	+$1.23M	1.13%	27
2025 Q1	$857K	Buy	8,883 +653	+8%	+$65.2K	0.56%	42
2024 Q4	$797K	Buy	+8,230	New	+$785K	0.41%	52
2024 Q1	–	Sell	-6,292	Closed	-$457K	–	108
2023 Q4	$457K	Buy	+6,292	New	+$433K	0.27%	56
2022 Q2	–	Sell	-3,991	Closed	-$275K	–	106
2022 Q1	$275K	Buy	+3,991	New	+$281K	0.18%	91

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

Northstar Advisory Group's XLC Position: Q1 2026 in Review

Northstar Advisory Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 12,330 shares — an estimated $1.45M sold.

Northstar Advisory Group first reported a position in XLC in Q1 2022 and held it in 7 quarters. The position peaked at $2.66M in Q3 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Northstar Advisory Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Northstar Advisory Group sold 12,330 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $1.45M.
Northstar Advisory Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2022 and held it in 7 quarters.
Northstar Advisory Group's State Street Communication Services Select Sector SPDR ETF position peaked at $2.66M in Q3 2025.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Northstar Advisory Group's 13F filing for Q1 2026, filed 8 Apr 2026.