Sound View Wealth Advisors Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Sound View Wealth Advisors Group’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	$346K	Buy	3,226 +2	+0.1%	+$228	0.02%	335
2026 Q1	$357K	Sell	3,224 -769	-19%	-$89K	0.02%	319
2025 Q4	$470K	Sell	3,993 -3	-0.1%	-$345	0.03%	278
2025 Q3	$473K	Sell	3,996 -833	-17%	-$92.6K	0.03%	274
2025 Q2	$524K	Buy	4,829 +195	+4%	+$19.2K	0.04%	260
2025 Q1	$447K	Sell	4,634 -83	-2%	-$8.29K	0.04%	272
2024 Q4	$457K	Buy	4,717 +488	+12%	+$46.5K	0.04%	270
2024 Q3	$382K	Buy	4,229 +20	+0.5%	+$1.72K	0.03%	300
2024 Q2	$361K	Buy	4,209 +43	+1%	+$3.54K	0.04%	277
2024 Q1	$340K	Sell	4,166 -50	-1%	-$3.89K	0.04%	286
2023 Q4	$306K	Buy	4,216 +39	+0.9%	+$2.68K	0.03%	303
2023 Q3	$274K	Buy	4,177 +211	+5%	+$14.1K	0.03%	302
2023 Q2	$258K	Buy	+3,966	New	+$242K	0.03%	307
2023 Q1	–	Sell	-4,216	Closed	-$306K	–	411
2022 Q4	$306K	Buy	+4,216	New	+$206K	0.03%	303

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 22.96% 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

Sound View Wealth Advisors Group's XLC Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.06% in Q2 2026, buying an estimated $228 and bringing the position to 3,226 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #335.

Sound View Wealth Advisors Group first reported a position in XLC in Q4 2022 and has held it in 14 quarters since. The position peaked at $524K in Q2 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Sound View Wealth Advisors Group held 3,226 shares of State Street Communication Services Select Sector SPDR ETF worth $346K as of Q2 2026.
Sound View Wealth Advisors Group bought 2 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $228.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #335 holding.
Sound View Wealth Advisors Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Sound View Wealth Advisors Group's State Street Communication Services Select Sector SPDR ETF position peaked at $524K in Q2 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.