Realta Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Realta Investment Advisors’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	$2.18M	Buy	20,389 +2,278	+13%	+$260K	0.68%	35
2026 Q1	$2.01M	Sell	18,111 -2,122	-10%	-$246K	0.7%	37
2025 Q4	$2.38M	Sell	20,233 -703	-3%	-$80.9K	0.78%	28
2025 Q3	$2.48M	Buy	20,936 +6,604	+46%	+$734K	0.83%	30
2025 Q2	$1.56M	Sell	14,332 -3,707	-21%	-$365K	0.61%	42
2025 Q1	$1.74M	Sell	18,039 -3,202	-15%	-$320K	0.79%	31
2024 Q4	$2.08M	Buy	21,241 +229	+1%	+$21.8K	0.85%	28
2024 Q3	$1.91M	Sell	21,012 -4,283	-17%	-$369K	0.88%	26
2024 Q2	$2.17M	Sell	25,295 -2,116	-8%	-$174K	0.42%	51
2024 Q1	$2.24M	Buy	27,411 +14,107	+106%	+$1.1M	0.46%	44
2023 Q4	$967K	Buy	13,304 +12,537	+1,635%	+$863K	0.22%	122
2023 Q3	$49.9K	Hold	767	–	–	0.01%	533
2023 Q2	$49.9K	Buy	+767	New	+$46.7K	0.01%	564
2023 Q1	–	Sell	-780	Closed	-$37.4K	–	836
2022 Q4	$37.4K	Buy	780 +97	+14%	+$4.75K	0.01%	577
2022 Q3	$33K	Buy	+683	New	+$37.6K	0.01%	570
2019 Q2	–	Sell	-890	Closed	-$42K	–	1821
2019 Q1	$42K	Buy	+890	New	+$40.6K	0.02%	591

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

Realta Investment Advisors's XLC Position: Q2 2026 in Review

Realta Investment Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 13% in Q2 2026, buying an estimated $260K and bringing the position to 20,389 shares worth $2.18M. The position accounts for 0.68% of the portfolio, ranked #35.

Realta Investment Advisors first reported a position in XLC in Q1 2019 and has held it in 16 quarters since. The position peaked at $2.48M in Q3 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Realta Investment Advisors held 20,389 shares of State Street Communication Services Select Sector SPDR ETF worth $2.18M as of Q2 2026.
Realta Investment Advisors bought 2,278 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $260K.
State Street Communication Services Select Sector SPDR ETF made up 0.68% of Realta Investment Advisors's portfolio in Q2 2026, its #35 holding.
Realta Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and has held it in 16 quarters since.
Realta Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $2.48M in Q3 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.