Optivise Advisory Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History
Bought
Maintained
Sold
Other funds holding XLC
Optivise Advisory Services's XLC Position: Q3 2026 in Review
Optivise Advisory Services reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.1% in Q3 2026, selling an estimated $6.56K and leaving 1,843 shares worth $205K. The position accounts for 0.1% of the portfolio, ranked #217.
Optivise Advisory Services first reported a position in XLC in Q2 2025 and has held it in 6 quarters since. The position peaked at $247K in Q4 2025. 780 funds tracked by Wall St. Rank hold XLC as of Q3 2026.
- Optivise Advisory Services held 1,843 shares of State Street Communication Services Select Sector SPDR ETF worth $205K as of Q3 2026.
- Optivise Advisory Services sold 59 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $6.56K.
- State Street Communication Services Select Sector SPDR ETF made up 0.1% of Optivise Advisory Services's portfolio in Q3 2026, its #217 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 6 quarters since.
- Optivise Advisory Services's State Street Communication Services Select Sector SPDR ETF position peaked at $247K in Q4 2025.
- 780 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.