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

Private 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 Q2	–	Sell	-41,406	Closed	-$4.59M	–	343
2026 Q1	$4.59M	Buy	41,406 +673	+2%	+$77.9K	0.3%	86
2025 Q4	$4.8M	Buy	40,733 +1,895	+5%	+$218K	0.38%	65
2025 Q3	$4.6M	Buy	+38,838	New	+$4.32M	0.38%	63
2024 Q1	–	Sell	-7,824	Closed	-$568K	–	223
2023 Q4	$568K	Sell	7,824 -6,036	-44%	-$415K	0.1%	130
2023 Q3	$909K	Sell	13,860 -968	-7%	-$64.6K	0.18%	100
2023 Q2	$965K	Buy	+14,828	New	+$903K	0.19%	103
2022 Q3	–	Sell	-7,709	Closed	-$418K	–	218
2022 Q2	$418K	Buy	+7,709	New	+$464K	0.09%	110
2021 Q4	–	Sell	-12,844	Closed	-$1.03M	–	168
2021 Q3	$1.03M	Buy	12,844 +490	+4%	+$40.6K	0.25%	64
2021 Q2	$1M	Buy	12,354 +178	+1%	+$13.9K	0.25%	60
2021 Q1	$893K	Buy	+12,176	New	+$866K	0.26%	62

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

Private Advisory Group's XLC Position: Q2 2026 in Review

Private Advisory Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 41,406 shares — an estimated $4.59M sold.

Private Advisory Group first reported a position in XLC in Q1 2021 and held it in 10 quarters. The position peaked at $4.8M in Q4 2025. 1,159 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Private Advisory Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Private Advisory Group sold 41,406 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $4.59M.
Private Advisory Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and held it in 10 quarters.
Private Advisory Group's State Street Communication Services Select Sector SPDR ETF position peaked at $4.8M in Q4 2025.
1,159 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.