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

United Capital Financial 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
Q1 		$13.6M Sell
122,609
-2,341
-2% -$271K 0.08% 192
2025
Q4 		$14.7M Buy
124,950
+25,626
+26% +$2.95M 0.09% 184
2025
Q3 		$11.8M Sell
99,324
-1,059
-1% -$118K 0.08% 183
2025
Q2 		$10.9M Sell
100,383
-1,351
-1% -$133K 0.09% 180
2025
Q1 		$9.81M Sell
101,734
-1,969
-2% -$197K 0.08% 183
2024
Q4 		$10M Sell
103,703
-680
-0.7% -$64.8K 0.08% 174
2024
Q3 		$9.44M Sell
104,383
-1,417
-1% -$122K 0.08% 191
2024
Q2 		$9.06M Buy
105,800
+2,947
+3% +$243K 0.08% 189
2024
Q1 		$8.4M Sell
102,853
-7,417
-7% -$578K 0.07% 200
2023
Q4 		$8.01M Sell
110,270
-110,847
-50% -$7.63M 0.07% 224
2023
Q3 		$14.5M Buy
221,117
+33,512
+18% +$2.24M 0.1% 183
2023
Q2 		$12.2M Sell
187,605
-2,049
-1% -$125K 0.07% 216
2023
Q1 		$11M Buy
189,654
+2,208
+1% +$120K 0.06% 227
2022
Q4 		$9M Sell
187,446
-6,546
-3% -$321K 0.05% 257
2022
Q3 		$9.29M Buy
193,992
+8,347
+4% +$459K 0.05% 251
2022
Q2 		$10.1M Sell
185,645
-26,636
-13% -$1.6M 0.06% 256
2022
Q1 		$14.6M Buy
212,281
+3,621
+2% +$255K 0.07% 228
2021
Q4 		$16.2M Buy
208,660
+16,290
+8% +$1.29M 0.07% 228
2021
Q3 		$15.4M Buy
192,370
+8,148
+4% +$674K 0.08% 218
2021
Q2 		$14.9M Buy
184,222
+4,785
+3% +$373K 0.08% 228
2021
Q1 		$13.2M Buy
179,437
+10,269
+6% +$731K 0.07% 231
2020
Q4 		$11.4M Sell
169,168
-141,301
-46% -$8.99M 0.07% 243
2020
Q3 		$18.4M Sell
310,469
-94,101
-23% -$5.57M 0.12% 182
2020
Q2 		$21.9M Buy
404,570
+188,438
+87% +$9.67M 0.16% 142
2020
Q1 		$9.56M Sell
216,132
-539,080
-71% -$27.9M 0.08% 244
2019
Q4 		$40.5M Sell
755,212
-85,441
-10% -$4.4M 0.26% 90
2019
Q3 		$41.6M Buy
840,653
+71,224
+9% +$3.57M 0.29% 78
2019
Q2 		$37.9M Buy
769,429
+136,116
+21% +$6.62M 0.25% 98
2019
Q1 		$29.6M Buy
633,313
+437,130
+223% +$19.9M 0.21% 108
2018
Q4 		$8.1M Sell
196,183
-451,444
-70% -$20.2M 0.06% 289
2018
Q3 		$31.7M Buy
+647,627
New +$32M 0.22% 101

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

United Capital Financial Advisors's XLC Position: Q1 2026 in Review

United Capital Financial Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.9% in Q1 2026, selling an estimated $271K and leaving 122,609 shares worth $13.6M. The position accounts for 0.08% of the portfolio, ranked #192.

United Capital Financial Advisors first reported a position in XLC in Q3 2018 and has held it in 31 quarters since. The position peaked at $41.6M in Q3 2019. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • United Capital Financial Advisors held 122,609 shares of State Street Communication Services Select Sector SPDR ETF worth $13.6M as of Q1 2026.
  • United Capital Financial Advisors sold 2,341 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $271K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.08% of United Capital Financial Advisors's portfolio in Q1 2026, its #192 holding.
  • United Capital Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 31 quarters since.
  • United Capital Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $41.6M in Q3 2019.
  • 1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.