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

Optivise Advisory Services’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	$204K	Sell	1,902 -17	-0.9%	-$1.94K	0.1%	220
2026 Q1	$213K	Sell	1,919 -183	-9%	-$21.2K	0.13%	176
2025 Q4	$247K	Buy	2,102 +183	+10%	+$21.1K	0.14%	162
2025 Q3	$227K	Buy	1,919 +1	+0.1%	+$111	0.14%	167
2025 Q2	$208K	Buy	+1,918	New	+$189K	0.11%	194

Other funds holding XLC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Optivise Advisory Services's XLC Position: Q2 2026 in Review

Optivise Advisory Services reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.89% in Q2 2026, selling an estimated $1.94K and leaving 1,902 shares worth $204K. The position accounts for 0.1% of the portfolio, ranked #220.

Optivise Advisory Services first reported a position in XLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $247K in Q4 2025. 370 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Optivise Advisory Services held 1,902 shares of State Street Communication Services Select Sector SPDR ETF worth $204K as of Q2 2026.
Optivise Advisory Services sold 17 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $1.94K.
State Street Communication Services Select Sector SPDR ETF made up 0.1% of Optivise Advisory Services's portfolio in Q2 2026, its #220 holding.
Optivise Advisory Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Optivise Advisory Services's State Street Communication Services Select Sector SPDR ETF position peaked at $247K in Q4 2025.
370 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.