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

Strategic 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 Q1	$483K	Buy	4,354 +2,256	+108%	+$261K	0.03%	222
2025 Q4	$247K	Buy	2,098 +1,951	+1,327%	+$225K	0.02%	222
2025 Q3	$270K	Sell	147 -2,490	-94%	-$277K	0.02%	223
2025 Q2	$286K	Sell	2,637 -1,139	-30%	-$112K	0.03%	213
2025 Q1	$364K	Sell	3,776 -956	-20%	-$95.5K	0.04%	194
2024 Q4	$458K	Sell	4,732 -665	-12%	-$63.4K	0.05%	178
2024 Q3	$488K	Buy	+5,397	New	+$465K	0.05%	180
2024 Q2	–	Sell	-6,052	Closed	-$494K	–	251
2024 Q1	$494K	Sell	6,052 -1,085	-15%	-$84.5K	0.06%	176
2023 Q4	$519K	Buy	+7,137	New	+$491K	0.07%	167
2021 Q4	–	Sell	-13,665	Closed	-$1.09M	–	194
2021 Q3	$1.09M	Buy	+13,665	New	+$1.13M	0.24%	84
2021 Q1	–	Sell	-9,027	Closed	-$609K	–	216
2020 Q4	$609K	Buy	+9,027	New	+$574K	0.18%	104
2019 Q4	–	Sell	-17,392	Closed	-$861K	–	168
2019 Q3	$861K	Buy	+17,392	New	+$871K	0.41%	53

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Strategic Investment Advisors's XLC Position: Q1 2026 in Review

Strategic Investment Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 108% in Q1 2026, buying an estimated $261K and bringing the position to 4,354 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #222.

Strategic Investment Advisors first reported a position in XLC in Q3 2019 and has held it in 12 quarters since. The position peaked at $1.09M in Q3 2021. 1,183 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Strategic Investment Advisors held 4,354 shares of State Street Communication Services Select Sector SPDR ETF worth $483K as of Q1 2026.
Strategic Investment Advisors bought 2,256 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $261K.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of Strategic Investment Advisors's portfolio in Q1 2026, its #222 holding.
Strategic Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2019 and has held it in 12 quarters since.
Strategic Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $1.09M in Q3 2021.
1,183 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.