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

Sage Mountain 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	$54.7K	Hold	493	–	–	﹤0.01%	243
2025 Q4	$58K	Hold	493	–	–	﹤0.01%	522
2025 Q3	$58.4K	Sell	493 -65	-12%	-$7.22K	﹤0.01%	511
2025 Q2	$60.6K	Hold	558	–	–	﹤0.01%	454
2025 Q1	$53.8K	Hold	558	–	–	﹤0.01%	434
2024 Q4	$54K	Hold	558	–	–	﹤0.01%	429
2024 Q3	$50.4K	Hold	558	–	–	﹤0.01%	440
2024 Q2	$47.8K	Buy	558 +115	+26%	+$9.48K	﹤0.01%	385
2024 Q1	$36.2K	Buy	+443	New	+$34.5K	﹤0.01%	370
2023 Q4	–	Sell	-152	Closed	-$9.97K	–	376
2023 Q3	$9.97K	Buy	+152	New	+$10.1K	﹤0.01%	330
2023 Q1	–	Sell	-674	Closed	-$32.3K	–	343
2022 Q4	$32.3K	Buy	+674	New	+$33K	0.01%	241
2022 Q2	–	Sell	-303	Closed	-$21K	–	645
2022 Q1	$21K	Buy	+303	New	+$21.3K	﹤0.01%	584
2021 Q4	–	Sell	-295	Closed	-$24K	–	706
2021 Q3	$24K	Sell	295 -335	-53%	-$27.7K	﹤0.01%	548
2021 Q2	$51K	Hold	630	–	–	0.01%	476
2021 Q1	$46K	Buy	+630	New	+$44.8K	0.01%	408

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 Mountain Advisors's XLC Position: Q1 2026 in Review

Sage Mountain Advisors held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 493 shares worth $54.7K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Sage Mountain Advisors first reported a position in XLC in Q1 2021 and has held it in 15 quarters since. The position peaked at $60.6K in Q2 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Sage Mountain Advisors held 493 shares of State Street Communication Services Select Sector SPDR ETF worth $54.7K as of Q1 2026.
Sage Mountain Advisors left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #243 holding.
Sage Mountain Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 15 quarters since.
Sage Mountain Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $60.6K in Q2 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.