SWA
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Sax Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Sax Wealth 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 		$223K Buy
+2,009
New +$229K 0.01% 508

Other funds holding XLC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sax Wealth Advisors's XLC Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 2,009 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #508 among its holdings.

257 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Sax Wealth Advisors held 2,009 shares of State Street Communication Services Select Sector SPDR ETF worth $223K as of Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF was a new Sax Wealth Advisors position in Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #508 holding.
  • 257 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.