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Petros Family Wealth’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Petros Family Wealth’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 		$221K Buy
+2,065
New +$235K 0.14% 123
2026
Q1 		– Sell
-1,754
Closed -$206K – 155
2025
Q4 		$206K Buy
+1,754
New +$202K 0.14% 136

Other funds holding XLC

WA
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
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GC
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
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
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Petros Family Wealth's XLC Position: Q2 2026 in Review

Petros Family Wealth opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 2,065 shares worth $221K. The stake represents 0.14% of the portfolio and ranks #123 among its holdings. This is a return to the name: Petros Family Wealth previously reported a position in XLC as recently as Q4 2025.

Petros Family Wealth first reported a position in XLC in Q4 2025 and has held it in 2 quarters since. 390 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Petros Family Wealth held 2,065 shares of State Street Communication Services Select Sector SPDR ETF worth $221K as of Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF was a new Petros Family Wealth position in Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF made up 0.14% of Petros Family Wealth's portfolio in Q2 2026, its #123 holding.
  • Petros Family Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • 390 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.