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 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

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

United Advisor Group's XLC Position: Q2 2026 in Review

United Advisor Group increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 38% in Q2 2026, buying an estimated $188K and bringing the position to 6,046 shares worth $648K. The position accounts for 0.07% of the portfolio, ranked #273.

United Advisor Group first reported a position in XLC in Q3 2024 and has held it in 8 quarters since. 1,159 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

United Advisor Group held 6,046 shares of State Street Communication Services Select Sector SPDR ETF worth $648K as of Q2 2026.
United Advisor Group bought 1,652 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $188K.
State Street Communication Services Select Sector SPDR ETF made up 0.07% of United Advisor Group's portfolio in Q2 2026, its #273 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 8 quarters since.
1,159 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.