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

Valeo 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 Q3	$497K	Buy	4,482 +28	+0.6%	+$3.12K	0.01%	464
2026 Q2	$477K	Hold	4,454	–	–	0.01%	467
2026 Q1	$494K	Buy	4,454 +100	+2%	+$11.6K	0.01%	416
2025 Q4	$513K	Sell	4,354 -42	-1%	-$4.83K	0.01%	459
2025 Q3	$520K	Sell	4,396 -2,971	-40%	-$330K	0.01%	452
2025 Q2	$800K	Hold	7,367	–	–	0.02%	348
2025 Q1	$711K	Sell	7,367 -841	-10%	-$84K	0.02%	330
2024 Q4	$795K	Sell	8,208 -3,035	-27%	-$289K	0.02%	318
2024 Q3	$1.02M	Sell	11,243 -928	-8%	-$80K	0.03%	259
2024 Q2	$1.04M	Buy	12,171 +3,590	+42%	+$296K	0.03%	230
2024 Q1	$694K	Buy	8,581 +1,514	+21%	+$118K	0.02%	292
2023 Q4	$513K	Buy	7,067 +1,076	+18%	+$74K	0.02%	358
2023 Q3	$393K	Hold	5,991	–	–	0.02%	392
2023 Q2	$390K	Sell	5,991 -2,631	-31%	-$160K	0.02%	368
2023 Q1	$500K	Buy	8,622 +3,196	+59%	+$174K	0.02%	339
2022 Q4	$260K	Buy	5,426 +98	+2%	+$4.8K	0.01%	420
2022 Q3	$255K	Buy	5,328 +912	+21%	+$50.2K	0.02%	392
2022 Q2	$240K	Sell	4,416 -12,995	-75%	-$782K	0.02%	406
2022 Q1	$1.2M	Buy	17,411 +2,995	+21%	+$211K	0.06%	178
2021 Q4	$1.12M	Buy	14,416 +91	+0.6%	+$7.19K	0.06%	169
2021 Q3	$1.15M	Hold	14,325	–	–	0.07%	169
2021 Q2	$1.16M	Hold	14,325	–	–	0.07%	148
2021 Q1	$1.05M	Sell	14,325 -88	-0.6%	-$6.26K	0.05%	172
2020 Q4	$973K	Buy	14,413 +88	+0.6%	+$5.6K	0.05%	163
2020 Q3	$851K	Sell	14,325 -1,158	-7%	-$68.6K	0.07%	141
2020 Q2	$837K	Buy	15,483 +1,084	+8%	+$55.6K	0.08%	145
2020 Q1	$670K	Buy	14,399 +13,420	+1,371%	+$694K	0.07%	151
2019 Q4	$53K	Hold	979	–	–	0.01%	624
2019 Q3	$48K	Sell	979 -13	-1%	-$651	0.01%	620
2019 Q2	$49K	Buy	992 +42	+4%	+$2.04K	0.01%	607
2019 Q1	$44K	Hold	950	–	–	0.01%	594
2018 Q4	$39K	Buy	+950	New	+$42.6K	0.01%	559

Other funds holding XLC

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Valeo Financial Advisors's XLC Position: Q3 2026 in Review

Valeo Financial Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.63% in Q3 2026, buying an estimated $3.12K and bringing the position to 4,482 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #464.

Valeo Financial Advisors first reported a position in XLC in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.2M in Q1 2022. 45 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Valeo Financial Advisors held 4,482 shares of State Street Communication Services Select Sector SPDR ETF worth $497K as of Q3 2026.
Valeo Financial Advisors bought 28 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $3.12K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #464 holding.
Valeo Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 32 quarters since.
Valeo Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $1.2M in Q1 2022.
45 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.