Turtle Creek Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Turtle Creek Wealth 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	$237K	Hold	2,210	–	–	0.01%	418
2026 Q1	$245K	Buy	2,210 +200	+10%	+$23.2K	0.02%	360
2025 Q4	$237K	Hold	2,010	–	–	0.02%	354
2025 Q3	$238K	Sell	2,010 -13,980	-87%	-$1.55M	0.02%	322
2025 Q2	$1.74M	Buy	+15,990	New	+$1.58M	0.2%	91
2024 Q4	–	Sell	-3,162	Closed	-$286K	–	169
2024 Q3	$286K	Buy	3,162 +1,152	+57%	+$99.3K	0.06%	139
2024 Q2	$172K	Hold	2,010	–	–	0.04%	159
2024 Q1	$164K	Sell	2,010 -51,907	-96%	-$4.04M	0.04%	150
2023 Q4	$3.92M	Buy	+53,917	New	+$3.71M	1.15%	24

Other funds holding XLC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Turtle Creek Wealth Advisors's XLC Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 2,210 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #418.

Turtle Creek Wealth Advisors first reported a position in XLC in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.92M in Q4 2023. 561 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Turtle Creek Wealth Advisors held 2,210 shares of State Street Communication Services Select Sector SPDR ETF worth $237K as of Q2 2026.
Turtle Creek Wealth Advisors left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #418 holding.
Turtle Creek Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
Turtle Creek Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $3.92M in Q4 2023.
561 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.