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

RPg Family Wealth Advisory’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	$2.97M	Sell	26,771 -1,548	-5%	-$179K	0.62%	55
2025 Q4	$3.33M	Sell	28,319 -4,709	-14%	-$542K	0.73%	50
2025 Q3	$3.91M	Sell	33,028 -3,629	-10%	-$403K	0.86%	44
2025 Q2	$3.98M	Buy	36,657 +2,405	+7%	+$237K	1.06%	38
2025 Q1	$3.3M	Buy	34,252 +8,552	+33%	+$854K	0.94%	38
2024 Q4	$2.49M	Buy	25,700 +2,417	+10%	+$230K	0.88%	35
2024 Q3	$2.1M	Buy	23,283 +139	+0.6%	+$12K	0.68%	47
2024 Q2	$1.98M	Buy	23,144 +1,180	+5%	+$97.2K	0.65%	48
2024 Q1	$1.79M	Sell	21,964 -3,205	-13%	-$250K	0.57%	53
2023 Q4	$1.83M	Sell	25,169 -2,048	-8%	-$141K	0.67%	46
2023 Q3	$1.78M	Buy	27,217 +1,651	+6%	+$110K	0.73%	43
2023 Q2	$1.66M	Sell	25,566 -4,458	-15%	-$272K	0.67%	45
2023 Q1	$1.74M	Buy	+30,024	New	+$1.63M	0.96%	36
2022 Q2	–	Sell	-355	Closed	-$24.4K	–	324
2022 Q1	$24.4K	Sell	355 -12,292	-97%	-$866K	0.01%	198
2021 Q4	$982K	Sell	12,647 -91	-0.7%	-$7.19K	0.39%	51
2021 Q3	$1.02M	Buy	12,738 +149	+1%	+$12.3K	0.43%	50
2021 Q2	$1.02M	Buy	+12,589	New	+$980K	0.41%	56
2020 Q4	$884K	Buy	13,096 +10	+0.1%	+$636	0.42%	57
2020 Q3	$777K	Sell	13,086 -110	-0.8%	-$6.51K	0.41%	60
2020 Q2	$713K	Sell	13,196 -6,693	-34%	-$344K	0.44%	60
2020 Q1	$880K	Sell	19,889 -747	-4%	-$38.6K	0.68%	42
2019 Q4	$1.11M	Sell	20,636 -354	-2%	-$18.2K	0.64%	45
2019 Q3	$1.04M	Buy	20,990 +452	+2%	+$22.6K	0.63%	41
2019 Q2	$1.01M	Buy	20,538 +19,670	+2,266%	+$956K	0.6%	43
2019 Q1	$40.6K	Buy	868 +568	+189%	+$25.9K	0.02%	181
2018 Q4	$12.4K	Hold	300	–	–	0.01%	207
2018 Q3	$14.7K	Buy	+300	New	+$14.8K	0.01%	217

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

RPg Family Wealth Advisory's XLC Position: Q1 2026 in Review

RPg Family Wealth Advisory reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 5.5% in Q1 2026, selling an estimated $179K and leaving 26,771 shares worth $2.97M. The position accounts for 0.62% of the portfolio, ranked #55.

RPg Family Wealth Advisory first reported a position in XLC in Q3 2018 and has held it in 27 quarters since. The position peaked at $3.98M in Q2 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

RPg Family Wealth Advisory held 26,771 shares of State Street Communication Services Select Sector SPDR ETF worth $2.97M as of Q1 2026.
RPg Family Wealth Advisory sold 1,548 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $179K.
State Street Communication Services Select Sector SPDR ETF made up 0.62% of RPg Family Wealth Advisory's portfolio in Q1 2026, its #55 holding.
RPg Family Wealth Advisory first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 27 quarters since.
RPg Family Wealth Advisory's State Street Communication Services Select Sector SPDR ETF position peaked at $3.98M in Q2 2025.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.