SMI Advisory Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

SMI Advisory Services’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	$2.29M	Buy	20,754 +9,088	+78%	+$1.04M	0.37%	20
2026 Q1	$1.3M	Sell	11,666 -17,271	-60%	-$2M	0.21%	26
2025 Q4	$3.4M	Buy	28,937 +761	+3%	+$87.6K	0.59%	18
2025 Q3	$3.28M	Buy	+28,176	New	+$3.13M	0.62%	16
2024 Q3	–	Sell	-63,927	Closed	-$5.58M	–	64
2024 Q2	$5.58M	Buy	+63,927	New	+$5.27M	1.38%	18
2023 Q4	–	Sell	-59,032	Closed	-$4.04M	–	66
2023 Q3	$4.04M	Buy	+59,032	New	+$3.94M	1.48%	14

Other funds holding XLC

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

SMI Advisory Services's XLC Position: Q2 2026 in Review

SMI Advisory Services increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 78% in Q2 2026, buying an estimated $1.04M and bringing the position to 20,754 shares worth $2.29M. The position accounts for 0.37% of the portfolio, ranked #20.

SMI Advisory Services first reported a position in XLC in Q3 2023 and has held it in 6 quarters since. The position peaked at $5.58M in Q2 2024. 189 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

SMI Advisory Services held 20,754 shares of State Street Communication Services Select Sector SPDR ETF worth $2.29M as of Q2 2026.
SMI Advisory Services bought 9,088 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $1.04M.
State Street Communication Services Select Sector SPDR ETF made up 0.37% of SMI Advisory Services's portfolio in Q2 2026, its #20 holding.
SMI Advisory Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2023 and has held it in 6 quarters since.
SMI Advisory Services's State Street Communication Services Select Sector SPDR ETF position peaked at $5.58M in Q2 2024.
189 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.