Private Wealth Advisors (California)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Private Wealth Advisors (California)’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	$7.5M	Buy	69,986 +57,462	+459%	+$6.55M	1.92%	20
2026 Q1	$1.39M	Sell	12,524 -13,098	-51%	-$1.52M	0.39%	60
2025 Q4	$3.02M	Buy	25,622 +51	+0.2%	+$5.87K	0.96%	37
2025 Q3	$3.03M	Sell	25,571 -2,798	-10%	-$311K	1.02%	37
2025 Q2	$3.08M	Sell	28,369 -644	-2%	-$63.4K	1.13%	36
2025 Q1	$2.8M	Sell	29,013 -251	-0.9%	-$25.1K	1.01%	35
2024 Q4	$2.83M	Buy	29,264 +72	+0.2%	+$6.87K	1.11%	34
2024 Q3	$2.64M	Sell	29,192 -274	-0.9%	-$23.6K	1.01%	38
2024 Q2	$2.51M	Sell	29,466 -57	-0.2%	-$4.7K	0.97%	36
2024 Q1	$2.41M	Sell	29,523 -2,495	-8%	-$194K	0.98%	32
2023 Q4	$2.33M	Sell	32,018 -3,422	-10%	-$235K	0.91%	32
2023 Q3	$2.32M	Sell	35,440 -997	-3%	-$66.5K	0.98%	31
2023 Q2	$2.37M	Sell	36,437 -24,665	-40%	-$1.5M	0.97%	31
2023 Q1	$3.54M	Sell	61,102 -3,637	-6%	-$198K	1.49%	20
2022 Q4	$3.11M	Buy	64,739 +11,891	+23%	+$582K	1.05%	30
2022 Q3	$2.53M	Buy	52,848 +118	+0.2%	+$6.49K	1.18%	27
2022 Q2	$3.09M	Buy	52,730 +42,452	+413%	+$2.56M	1.14%	27
2022 Q1	$707K	Buy	10,278 +673	+7%	+$47.4K	0.23%	55
2021 Q4	$746K	Sell	9,605 -257	-3%	-$20.3K	0.16%	65
2021 Q3	$761K	Buy	9,862 +16	+0.2%	+$1.32K	0.18%	75
2021 Q2	$797K	Buy	9,846 +16	+0.2%	+$1.25K	0.24%	61
2021 Q1	$721K	Sell	9,830 -518	-5%	-$36.9K	0.24%	54
2020 Q4	$677K	Buy	10,348 +16	+0.2%	+$1.02K	0.23%	48
2020 Q3	$614K	Buy	10,332 +22	+0.2%	+$1.3K	0.32%	40
2020 Q2	$557K	Buy	10,310 +29	+0.3%	+$1.49K	0.39%	32
2020 Q1	$455K	Sell	10,281 -314	-3%	-$16.2K	0.37%	38
2019 Q4	$568K	Buy	10,595 +20	+0.2%	+$1.03K	0.33%	52
2019 Q3	$524K	Buy	10,575 +378	+4%	+$18.9K	0.34%	43
2019 Q2	$477K	Hold	10,197	–	–	0.32%	42
2019 Q1	$477K	Buy	10,197 +2,519	+33%	+$115K	0.32%	42
2018 Q4	$317K	Buy	+7,678	New	+$344K	0.26%	42

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 Wealth Advisors (California)'s XLC Position: Q2 2026 in Review

Private Wealth Advisors (California) increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 459% in Q2 2026, buying an estimated $6.55M and bringing the position to 69,986 shares worth $7.5M. The position accounts for 1.92% of the portfolio, ranked #20.

Private Wealth Advisors (California) first reported a position in XLC in Q4 2018 and has held it in 31 quarters since. 1,153 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Private Wealth Advisors (California) held 69,986 shares of State Street Communication Services Select Sector SPDR ETF worth $7.5M as of Q2 2026.
Private Wealth Advisors (California) bought 57,462 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $6.55M.
State Street Communication Services Select Sector SPDR ETF made up 1.92% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #20 holding.
Private Wealth Advisors (California) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
1,153 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.