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

Strategic 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
2025 Q4	–	Sell	-2,003	Closed	-$237K	–	189
2025 Q3	$237K	Hold	2,003	–	–	0.04%	172
2025 Q2	$217K	Buy	+2,003	New	+$197K	0.04%	164
2023 Q2	–	Sell	-3,900	Closed	-$226K	–	213
2023 Q1	$226K	Sell	3,900 -3,600	-48%	-$196K	0.05%	184
2022 Q4	$360K	Sell	7,500 -3,050	-29%	-$149K	0.08%	146
2022 Q3	$505K	Sell	10,550 -1,153	-10%	-$63.4K	0.11%	126
2022 Q2	$635K	Sell	11,703 -7,920	-40%	-$477K	0.13%	114
2022 Q1	$1.35M	Sell	19,623 -5,000	-20%	-$352K	0.23%	85
2021 Q4	$1.91M	Sell	24,623 -700	-3%	-$55.3K	0.27%	79
2021 Q3	$2.03M	Sell	25,323 -1,500	-6%	-$124K	0.44%	57
2021 Q2	$2.17M	Sell	26,823 -1,600	-6%	-$125K	0.56%	39
2021 Q1	$2.08M	Buy	+28,423	New	+$2.02M	0.6%	37
2020 Q3	–	Sell	-4,230	Closed	-$244K	–	159
2020 Q2	$244K	Buy	+4,230	New	+$217K	0.09%	128
2020 Q1	–	Sell	-5,330	Closed	-$286K	–	174
2019 Q4	$286K	Sell	5,330 -400	-7%	-$20.6K	0.1%	141
2019 Q3	$284K	Hold	5,730	–	–	0.11%	142
2019 Q2	$282K	Hold	5,730	–	–	0.11%	138
2019 Q1	$268K	Sell	5,730 -800	-12%	-$36.5K	0.1%	141
2018 Q4	$270K	Sell	6,530 -6,000	-48%	-$269K	0.12%	126
2018 Q3	$614K	Buy	+12,530	New	+$619K	0.22%	88

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Strategic Advisors's XLC Position: Q4 2025 in Review

Strategic Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 2,003 shares — an estimated $237K sold.

Strategic Advisors first reported a position in XLC in Q3 2018 and held it in 18 quarters. The position peaked at $2.17M in Q2 2021. 1,203 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Strategic Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Strategic Advisors sold 2,003 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $237K.
Strategic Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and held it in 18 quarters.
Strategic Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $2.17M in Q2 2021.
1,203 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Strategic Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.