Sage Capital Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Sage Capital 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 Q1	–	Sell	-3,191	Closed	-$376K	–	137
2025 Q4	$376K	Hold	3,191	–	–	0.09%	107
2025 Q3	$378K	Hold	3,191	–	–	0.09%	111
2025 Q2	$346K	Sell	3,191 -307	-9%	-$30.2K	0.09%	112
2025 Q1	$337K	Hold	3,498	–	–	0.09%	110
2024 Q4	$339K	Hold	3,498	–	–	0.09%	114
2024 Q3	$316K	Hold	3,498	–	–	0.08%	118
2024 Q2	$300K	Hold	3,498	–	–	0.09%	119
2024 Q1	$286K	Hold	3,498	–	–	0.08%	117
2023 Q4	$254K	Hold	3,498	–	–	0.08%	117
2023 Q3	$229K	Sell	3,498 -121	-3%	-$8.07K	0.08%	118
2023 Q2	$235K	Buy	3,619 +1	+0%	+$61	0.08%	121
2023 Q1	$210K	Buy	+3,618	New	+$197K	0.08%	123
2022 Q2	–	Sell	-3,617	Closed	-$246K	–	118
2022 Q1	$246K	Buy	3,617 +119	+3%	+$8.38K	0.1%	96
2021 Q4	$264K	Sell	3,498 -154	-4%	-$12.2K	0.1%	92
2021 Q3	$293K	Sell	3,652 -500	-12%	-$41.4K	0.12%	89
2021 Q2	$337K	Sell	4,152 -3,334	-45%	-$260K	0.14%	86
2021 Q1	$549K	Hold	7,486	–	–	0.25%	67
2020 Q4	$528K	Buy	7,486 +3,180	+74%	+$202K	0.26%	65
2020 Q3	$256K	Sell	4,306 -664	-13%	-$39.3K	0.16%	80
2020 Q2	$269K	Hold	4,970	–	–	0.17%	79
2020 Q1	$220K	Buy	+4,970	New	+$257K	0.18%	78

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

Sage Capital Advisors's XLC Position: Q1 2026 in Review

Sage Capital Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 3,191 shares — an estimated $376K sold.

Sage Capital Advisors first reported a position in XLC in Q1 2020 and held it in 21 quarters. The position peaked at $549K in Q1 2021. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Sage Capital Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Sage Capital Advisors sold 3,191 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $376K.
Sage Capital Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2020 and held it in 21 quarters.
Sage Capital Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $549K in Q1 2021.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Sage Capital Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.