United Advisor Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

United Advisor Group’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 Q3	$703K	Buy	6,339 +293	+5%	+$32.6K	0.07%	277
2026 Q2	$648K	Buy	6,046 +1,652	+38%	+$188K	0.07%	273
2026 Q1	$487K	Sell	4,394 -354	-7%	-$41K	0.06%	293
2025 Q4	$559K	Buy	4,748 +66	+1%	+$7.6K	0.07%	259
2025 Q3	$554K	Buy	4,682 +626	+15%	+$69.6K	0.07%	245
2025 Q2	$440K	Buy	4,056 +841	+26%	+$82.8K	0.08%	245
2025 Q1	$310K	Sell	3,215 -283	-8%	-$28.3K	0.06%	271
2024 Q4	$339K	Sell	3,498 -1,367	-28%	-$130K	0.07%	271
2024 Q3	$440K	Buy	+4,865	New	+$419K	0.1%	210

Other funds holding XLC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

United Advisor Group's XLC Position: Q3 2026 in Review

United Advisor Group increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4.8% in Q3 2026, buying an estimated $32.6K and bringing the position to 6,339 shares worth $703K. The position accounts for 0.07% of the portfolio, ranked #277.

United Advisor Group first reported a position in XLC in Q3 2024 and has held it in 9 quarters since. 718 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

United Advisor Group held 6,339 shares of State Street Communication Services Select Sector SPDR ETF worth $703K as of Q3 2026.
United Advisor Group bought 293 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $32.6K.
State Street Communication Services Select Sector SPDR ETF made up 0.07% of United Advisor Group's portfolio in Q3 2026, its #277 holding.
United Advisor Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and has held it in 9 quarters since.
718 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.