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

Transamerica Financial 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	$3.46M	Sell	32,327 -4,238	-12%	-$483K	0.29%	83
2026 Q1	$4.05M	Sell	36,565 -4,748	-11%	-$550K	0.35%	74
2025 Q4	$4.86M	Sell	41,313 -509	-1%	-$58.6K	0.41%	69
2025 Q3	$4.95M	Buy	41,822 +1,492	+4%	+$166K	0.41%	53
2025 Q2	$4.38M	Sell	40,330 -84	-0.2%	-$8.27K	0.41%	62
2025 Q1	$3.9M	Buy	40,414 +885	+2%	+$88.4K	0.4%	63
2024 Q4	$3.83M	Buy	39,529 +826	+2%	+$78.8K	0.38%	72
2024 Q3	$3.5M	Sell	38,703 -1,718	-4%	-$148K	0.34%	83
2024 Q2	$3.46M	Hold	40,421	–	–	0.37%	75
2024 Q1	$3.3M	Buy	40,421 +4,916	+14%	+$383K	0.34%	82
2023 Q4	$2.58M	Buy	35,505 +8,158	+30%	+$561K	0.36%	46
2023 Q3	$1.79M	Buy	27,347 +1,642	+6%	+$110K	0.24%	71
2023 Q2	$1.67M	Buy	25,705 +4,967	+24%	+$303K	0.22%	82
2023 Q1	$1.2M	Buy	20,738 +348	+2%	+$18.9K	0.16%	104
2022 Q4	$979K	Buy	20,390 +2,281	+13%	+$112K	0.14%	132
2022 Q3	$868K	Buy	18,109 +32	+0.2%	+$1.76K	0.13%	127
2022 Q2	$982K	Buy	+18,077	New	+$1.09M	0.14%	116
2020 Q3	–	Sell	-34,564	Closed	-$1.87M	–	500
2020 Q2	$1.87M	Buy	+34,564	New	+$1.77M	0.41%	51
2019 Q3	–	Sell	-22,079	Closed	-$1.09M	–	536
2019 Q2	$1.09M	Buy	+22,079	New	+$1.07M	0.23%	85
2019 Q1	–	Sell	-89	Closed	-$4K	–	471
2018 Q4	$4K	Sell	89 -31,905	-100%	-$1.43M	﹤0.01%	331
2018 Q3	$1.57M	Buy	+31,994	New	+$1.58M	0.33%	74

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

Transamerica Financial Advisors's XLC Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 12% in Q2 2026, selling an estimated $483K and leaving 32,327 shares worth $3.46M. The position accounts for 0.29% of the portfolio, ranked #83.

Transamerica Financial Advisors first reported a position in XLC in Q3 2018 and has held it in 21 quarters since. The position peaked at $4.95M in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Transamerica Financial Advisors held 32,327 shares of State Street Communication Services Select Sector SPDR ETF worth $3.46M as of Q2 2026.
Transamerica Financial Advisors sold 4,238 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $483K.
State Street Communication Services Select Sector SPDR ETF made up 0.29% of Transamerica Financial Advisors's portfolio in Q2 2026, its #83 holding.
Transamerica Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 21 quarters since.
Transamerica Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $4.95M in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.