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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Private Advisory Group's XLC Position: Q1 2026 in Review

Private Advisory Group increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.7% in Q1 2026, buying an estimated $77.9K and bringing the position to 41,406 shares worth $4.59M. The position accounts for 0.3% of the portfolio, ranked #86.

Private Advisory Group first reported a position in XLC in Q1 2021 and has held it in 10 quarters since. The position peaked at $4.8M in Q4 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Private Advisory Group held 41,406 shares of State Street Communication Services Select Sector SPDR ETF worth $4.59M as of Q1 2026.
Private Advisory Group bought 673 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $77.9K.
State Street Communication Services Select Sector SPDR ETF made up 0.3% of Private Advisory Group's portfolio in Q1 2026, its #86 holding.
Private Advisory Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 10 quarters since.
Private Advisory Group's State Street Communication Services Select Sector SPDR ETF position peaked at $4.8M in Q4 2025.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.