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 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

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

Valeo Financial Advisors's XLC Position: Q2 2026 in Review

Valeo Financial Advisors held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 4,454 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #467.

Valeo Financial Advisors first reported a position in XLC in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.2M in Q1 2022. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Valeo Financial Advisors held 4,454 shares of State Street Communication Services Select Sector SPDR ETF worth $477K as of Q2 2026.
Valeo Financial Advisors left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #467 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 31 quarters since.
Valeo Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $1.2M in Q1 2022.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.