Savvy Advisors Inc’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Savvy Advisors Inc’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	$319K	Sell	2,977 -256	-8%	-$29.2K	0.01%	968
2026 Q1	$358K	Sell	3,233 -438	-12%	-$50.7K	0.01%	797
2025 Q4	$432K	Buy	3,671 +1,962	+115%	+$226K	0.01%	621
2025 Q3	$202K	Buy	+1,709	New	+$190K	0.01%	780

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 22.9% 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

Savvy Advisors Inc's XLC Position: Q2 2026 in Review

Savvy Advisors Inc reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 7.9% in Q2 2026, selling an estimated $29.2K and leaving 2,977 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #968.

Savvy Advisors Inc first reported a position in XLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $432K in Q4 2025. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Savvy Advisors Inc held 2,977 shares of State Street Communication Services Select Sector SPDR ETF worth $319K as of Q2 2026.
Savvy Advisors Inc sold 256 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $29.2K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #968 holding.
Savvy Advisors Inc first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Savvy Advisors Inc's State Street Communication Services Select Sector SPDR ETF position peaked at $432K in Q4 2025.
1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.