Stillwater Capital Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Stillwater Capital 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 Q1	$19.6M	Buy	176,656 +17,624	+11%	+$2.04M	2.24%	18
2025 Q4	$18.7M	Buy	159,032 +21,531	+16%	+$2.48M	2.01%	22
2025 Q3	$16.3M	Sell	137,501 -315	-0.2%	-$35K	1.83%	24
2025 Q2	$15M	Buy	137,816 +389	+0.3%	+$38.3K	1.9%	23
2025 Q1	$13.3M	Sell	137,427 -77	-0.1%	-$7.69K	1.85%	25
2024 Q4	$13.3M	Buy	137,504 +4,660	+4%	+$444K	1.65%	27
2024 Q3	$12M	Sell	132,844 -315	-0.2%	-$27.2K	1.55%	29
2024 Q2	$11.4M	Buy	133,159 +3,747	+3%	+$309K	1.59%	27
2024 Q1	$10.6M	Buy	129,412 +26,781	+26%	+$2.09M	1.57%	27
2023 Q4	$7.46M	Buy	102,631 +3,826	+4%	+$263K	1.2%	30
2023 Q3	$6.48M	Buy	98,805 +1,951	+2%	+$130K	1.18%	30
2023 Q2	$6.3M	Buy	96,854 +1,219	+1%	+$74.2K	1.11%	31
2023 Q1	$5.54M	Buy	95,635 +31,516	+49%	+$1.71M	1.08%	33
2022 Q4	$3.08M	Sell	64,119 -28,280	-31%	-$1.38M	0.65%	34
2022 Q3	$4.42M	Buy	92,399 +18,553	+25%	+$1.02M	1.01%	31
2022 Q2	$4.01M	Buy	73,846 +1,583	+2%	+$95.3K	0.74%	36
2022 Q1	$4.97M	Buy	72,263 +8,464	+13%	+$596K	0.8%	35
2021 Q4	$4.96M	Sell	63,799 -3,269	-5%	-$258K	0.75%	33
2021 Q3	$5.37M	Buy	67,068 +49,807	+289%	+$4.12M	0.89%	33
2021 Q2	$1.4M	Buy	17,261 +424	+3%	+$33K	0.23%	46
2021 Q1	$1.23M	Buy	16,837 +13,826	+459%	+$984K	0.22%	46
2020 Q4	$203K	Buy	+3,011	New	+$192K	0.04%	65
2020 Q3	–	Sell	-97,000	Closed	-$5.24M	–	67
2020 Q2	$5.24M	Sell	97,000 -9,880	-9%	-$507K	1.26%	28
2020 Q1	$4.73M	Buy	106,880 +4,106	+4%	+$212K	1.39%	28
2019 Q4	$5.51M	Buy	102,774 +11,335	+12%	+$584K	1.25%	30
2019 Q3	$4.53M	Buy	91,439 +24,442	+36%	+$1.22M	1.15%	30
2019 Q2	$3.3M	Buy	66,997 +9,894	+17%	+$481K	0.82%	34
2019 Q1	$2.67M	Sell	57,103 -322	-0.6%	-$14.7K	0.58%	43
2018 Q4	$2.37M	Buy	+57,425	New	+$2.57M	0.59%	42

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stillwater Capital Advisors's XLC Position: Q1 2026 in Review

Stillwater Capital Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 11% in Q1 2026, buying an estimated $2.04M and bringing the position to 176,656 shares worth $19.6M. The position accounts for 2.24% of the portfolio, ranked #18.

Stillwater Capital Advisors first reported a position in XLC in Q4 2018 and has held it in 29 quarters since. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Stillwater Capital Advisors held 176,656 shares of State Street Communication Services Select Sector SPDR ETF worth $19.6M as of Q1 2026.
Stillwater Capital Advisors bought 17,624 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $2.04M.
State Street Communication Services Select Sector SPDR ETF made up 2.24% of Stillwater Capital Advisors's portfolio in Q1 2026, its #18 holding.
Stillwater Capital Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Stillwater Capital Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.