Soltis Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Soltis Investment 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	$1.18M	Sell	11,040 -39	-0.4%	-$4.44K	0.07%	217
2026 Q1	$1.23M	Sell	11,079 -1,988	-15%	-$230K	0.08%	195
2025 Q4	$1.54M	Sell	13,067 -1,474	-10%	-$170K	0.1%	166
2025 Q3	$1.72M	Buy	14,541 +597	+4%	+$66.4K	0.12%	152
2025 Q2	$1.51M	Sell	13,944 -18,496	-57%	-$1.82M	0.12%	149
2025 Q1	$3.13M	Buy	32,440 +12,552	+63%	+$1.25M	0.28%	93
2024 Q4	$1.93M	Sell	19,888 -739	-4%	-$70.5K	0.18%	126
2024 Q3	$1.86M	Sell	20,627 -4,619	-18%	-$398K	0.18%	122
2024 Q2	$2.16M	Sell	25,246 -8,174	-24%	-$674K	0.23%	111
2024 Q1	$2.73M	Buy	33,420 +3,473	+12%	+$271K	0.31%	98
2023 Q4	$2.18M	Buy	+29,947	New	+$2.06M	0.25%	106

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

Soltis Investment Advisors's XLC Position: Q2 2026 in Review

Soltis Investment Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.35% in Q2 2026, selling an estimated $4.44K and leaving 11,040 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #217.

Soltis Investment Advisors first reported a position in XLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.13M in Q1 2025. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Soltis Investment Advisors held 11,040 shares of State Street Communication Services Select Sector SPDR ETF worth $1.18M as of Q2 2026.
Soltis Investment Advisors sold 39 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $4.44K.
State Street Communication Services Select Sector SPDR ETF made up 0.07% of Soltis Investment Advisors's portfolio in Q2 2026, its #217 holding.
Soltis Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Soltis Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $3.13M in Q1 2025.
1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.