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United Asset Strategies’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

United Asset Strategies’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 		$2.1M Sell
19,596
-266
-1% -$30.3K 0.15% 104
2026
Q1 		$2.2M Buy
19,862
+1,087
+6% +$126K 0.18% 95
2025
Q4 		$2.21M Buy
18,775
+348
+2% +$40.1K 0.17% 99
2025
Q3 		$2.18M Sell
18,427
-1,131
-6% -$126K 0.18% 99
2025
Q2 		$2.12M Sell
19,558
-1,059
-5% -$104K 0.18% 94
2025
Q1 		$1.99M Sell
20,617
-2,641
-11% -$264K 0.18% 98
2024
Q4 		$2.25M Sell
23,258
-435
-2% -$41.5K 0.21% 94
2024
Q3 		$2.14M Buy
23,693
+37
+0.2% +$3.19K 0.2% 97
2024
Q2 		$2.03M Sell
23,656
-3,373
-12% -$278K 0.2% 95
2024
Q1 		$2.21M Sell
27,029
-51,276
-65% -$3.99M 0.22% 89
2023
Q4 		$5.69M Buy
78,305
+36,999
+90% +$2.55M 0.64% 48
2023
Q3 		$2.71M Sell
41,306
-18,504
-31% -$1.23M 0.35% 69
2023
Q2 		$3.89M Buy
59,810
+25,287
+73% +$1.54M 0.49% 56
2023
Q1 		$3.49M Sell
34,523
-36,705
-52% -$1.99M 0.46% 60
2022
Q4 		$3.42M Sell
71,228
-76,829
-52% -$3.76M 0.48% 62
2022
Q3 		$7.09M Buy
148,057
+96,940
+190% +$5.33M 1.09% 37
2022
Q2 		$2.77M Buy
51,117
+1,508
+3% +$90.8K 0.4% 62
2022
Q1 		$3.41M Sell
49,609
-23,458
-32% -$1.65M 0.43% 57
2021
Q4 		$5.68M Buy
73,067
+53,849
+280% +$4.26M 0.68% 49
2021
Q3 		$1.54M Sell
19,218
-5,219
-21% -$432K 0.2% 91
2021
Q2 		$1.98M Buy
24,437
+1,680
+7% +$131K 0.26% 71
2021
Q1 		$1.67M Sell
22,757
-5,386
-19% -$383K 0.24% 82
2020
Q4 		$1.9M Buy
28,143
+2,304
+9% +$147K 0.3% 71
2020
Q3 		$1.53M Buy
25,839
+895
+4% +$53K 0.28% 73
2020
Q2 		$1.35M Buy
24,944
+4,824
+24% +$248K 0.27% 78
2020
Q1 		$890K Sell
20,120
-3,191
-14% -$165K 0.22% 88
2019
Q4 		$1.25M Sell
23,311
-8,904
-28% -$459K 0.24% 91
2019
Q3 		$1.59M Buy
32,215
+15,973
+98% +$800K 0.35% 78
2019
Q2 		$799K Sell
16,242
-21,390
-57% -$1.04M 0.18% 106
2019
Q1 		$1.76M Buy
37,632
+18,413
+96% +$839K 0.41% 65
2018
Q4 		$793K Buy
19,219
+6,178
+47% +$277K 0.22% 99
2018
Q3 		$639K Buy
+13,041
New +$644K 0.15% 121

Other funds holding XLC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

United Asset Strategies's XLC Position: Q2 2026 in Review

United Asset Strategies reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.3% in Q2 2026, selling an estimated $30.3K and leaving 19,596 shares worth $2.1M. The position accounts for 0.15% of the portfolio, ranked #104.

United Asset Strategies first reported a position in XLC in Q3 2018 and has held it in 32 quarters since. The position peaked at $7.09M in Q3 2022. 739 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • United Asset Strategies held 19,596 shares of State Street Communication Services Select Sector SPDR ETF worth $2.1M as of Q2 2026.
  • United Asset Strategies sold 266 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $30.3K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.15% of United Asset Strategies's portfolio in Q2 2026, its #104 holding.
  • United Asset Strategies first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 32 quarters since.
  • United Asset Strategies's State Street Communication Services Select Sector SPDR ETF position peaked at $7.09M in Q3 2022.
  • 739 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.