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

Transcend 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 Q2	$2.21M	Sell	20,620 -2,482	-11%	-$283K	0.15%	127
2026 Q1	$2.56M	Sell	23,102 -2,901	-11%	-$336K	0.2%	100
2025 Q4	$3.06M	Sell	26,003 -29,355	-53%	-$3.38M	0.24%	86
2025 Q3	$6.55M	Sell	55,358 -2,428	-4%	-$270K	0.46%	46
2025 Q2	$6.27M	Buy	57,786 +3,593	+7%	+$354K	0.48%	42
2025 Q1	$5.23M	Buy	54,193 +7,961	+17%	+$795K	0.38%	57
2024 Q4	$4.48M	Sell	46,232 -91	-0.2%	-$8.68K	0.32%	71
2024 Q3	$4.19M	Sell	46,323 -15,822	-25%	-$1.36M	0.28%	84
2024 Q2	$5.32M	Sell	62,145 -3,553	-5%	-$293K	0.39%	55
2024 Q1	$5.36M	Sell	65,698 -1,493	-2%	-$116K	0.43%	50
2023 Q4	$4.88M	Buy	67,191 +6,265	+10%	+$431K	0.43%	46
2023 Q3	$3.99M	Sell	60,926 -294	-0.5%	-$19.6K	0.39%	54
2023 Q2	$3.98M	Sell	61,220 -7,753	-11%	-$472K	0.38%	59
2023 Q1	$4M	Buy	68,973 +1,100	+2%	+$59.7K	0.42%	53
2022 Q4	$3.26M	Sell	67,873 -42	-0.1%	-$2.06K	0.35%	66
2022 Q3	$3.25M	Sell	67,915 -22,583	-25%	-$1.24M	0.36%	62
2022 Q2	$4.91M	Buy	90,498 +23,779	+36%	+$1.43M	0.51%	39
2022 Q1	$4.59M	Sell	66,719 -3,985	-6%	-$281K	0.41%	51
2021 Q4	$5.49M	Buy	70,704 +3,078	+5%	+$243K	0.49%	43
2021 Q3	$5.41M	Buy	+67,626	New	+$5.6M	0.49%	40
2021 Q2	–	Sell	-57,417	Closed	-$4.21M	–	439
2021 Q1	$4.21M	Buy	57,417 +5,700	+11%	+$406K	0.51%	48
2020 Q4	$3.49M	Buy	51,717 +1,247	+2%	+$79.4K	0.46%	57
2020 Q3	$3M	Sell	50,470 -4,865	-9%	-$288K	0.55%	48
2020 Q2	$2.99M	Buy	55,335 +999	+2%	+$51.3K	0.97%	29
2020 Q1	$2.4M	Buy	54,336 +6,097	+13%	+$315K	0.72%	40
2019 Q4	$2.59M	Buy	+48,239	New	+$2.48M	0.7%	42

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

Transcend Capital Advisors's XLC Position: Q2 2026 in Review

Transcend Capital Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 11% in Q2 2026, selling an estimated $283K and leaving 20,620 shares worth $2.21M. The position accounts for 0.15% of the portfolio, ranked #127.

Transcend Capital Advisors first reported a position in XLC in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.55M in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Transcend Capital Advisors held 20,620 shares of State Street Communication Services Select Sector SPDR ETF worth $2.21M as of Q2 2026.
Transcend Capital Advisors sold 2,482 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $283K.
State Street Communication Services Select Sector SPDR ETF made up 0.15% of Transcend Capital Advisors's portfolio in Q2 2026, its #127 holding.
Transcend Capital Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Transcend Capital Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $6.55M 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 Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.