NWAM LLC’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

NWAM LLC’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	$1.53M	Buy	14,298 +1,438	+11%	+$164K	0.08%	246
2026 Q1	$1.43M	Sell	12,860 -79	-0.6%	-$9.14K	0.08%	227
2025 Q4	$1.52M	Sell	12,939 -21,110	-62%	-$2.43M	0.09%	212
2025 Q3	$3.96M	Sell	34,049 -823	-2%	-$91.5K	0.21%	110
2025 Q2	$3.75M	Buy	+34,872	New	+$3.43M	0.22%	114
2025 Q1	–	Sell	-37,820	Closed	-$3.66M	–	615
2024 Q4	$3.66M	Buy	37,820 +3,673	+11%	+$350K	0.23%	102
2024 Q3	$3.09M	Buy	+34,147	New	+$2.94M	0.19%	118
2024 Q2	–	Sell	-31,185	Closed	-$2.54M	–	552
2024 Q1	$2.54M	Buy	31,185 +5,559	+22%	+$433K	0.2%	109
2023 Q4	$1.86M	Buy	25,626 +1,548	+6%	+$107K	0.15%	136
2023 Q3	$1.58M	Buy	24,078 +5,520	+30%	+$368K	0.16%	129
2023 Q2	$1.21M	Buy	18,558 +9,193	+98%	+$560K	0.1%	196
2023 Q1	$543K	Buy	+9,365	New	+$509K	0.06%	260
2022 Q1	–	Sell	-19,687	Closed	-$1.53M	–	574
2021 Q4	$1.53M	Buy	19,687 +1,250	+7%	+$98.8K	0.12%	182
2021 Q3	$1.48M	Buy	18,437 +15,414	+510%	+$1.28M	0.13%	166
2021 Q2	$245K	Buy	+3,023	New	+$235K	0.02%	415

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

NWAM LLC's XLC Position: Q2 2026 in Review

NWAM LLC increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 11% in Q2 2026, buying an estimated $164K and bringing the position to 14,298 shares worth $1.53M. The position accounts for 0.08% of the portfolio, ranked #246.

NWAM LLC first reported a position in XLC in Q2 2021 and has held it in 15 quarters since. The position peaked at $3.96M in Q3 2025. 1,155 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

NWAM LLC held 14,298 shares of State Street Communication Services Select Sector SPDR ETF worth $1.53M as of Q2 2026.
NWAM LLC bought 1,438 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $164K.
State Street Communication Services Select Sector SPDR ETF made up 0.08% of NWAM LLC's portfolio in Q2 2026, its #246 holding.
NWAM LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and has held it in 15 quarters since.
NWAM LLC's State Street Communication Services Select Sector SPDR ETF position peaked at $3.96M in Q3 2025.
1,155 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.