Valley National Advisers’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Valley National Advisers’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	$15.7K	Hold	147	–	–	﹤0.01%	557
2026 Q1	$16K	Hold	147	–	–	﹤0.01%	538
2025 Q4	$17K	Hold	147	–	–	﹤0.01%	526
2025 Q3	$17K	Buy	147 +28	+24%	+$3.11K	﹤0.01%	494
2025 Q2	$12K	Sell	119 -114	-49%	-$11.2K	﹤0.01%	535
2025 Q1	$22K	Buy	233 +114	+96%	+$11.4K	﹤0.01%	475
2024 Q4	$11K	Hold	119	–	–	﹤0.01%	535
2024 Q3	$10K	Hold	119	–	–	﹤0.01%	526
2024 Q2	$10K	Hold	119	–	–	﹤0.01%	629
2024 Q1	$9K	Sell	119 -112	-48%	-$8.72K	﹤0.01%	682
2023 Q4	$16K	Buy	231 +77	+50%	+$5.3K	﹤0.01%	579
2023 Q3	$10K	Sell	154 -15	-9%	-$1K	﹤0.01%	612
2023 Q2	$11K	Hold	169	–	–	﹤0.01%	595
2023 Q1	$10K	Hold	169	–	–	﹤0.01%	599
2022 Q4	$8K	Hold	169	–	–	﹤0.01%	614
2022 Q3	$8K	Hold	169	–	–	﹤0.01%	619
2022 Q2	$10K	Hold	169	–	–	﹤0.01%	579
2022 Q1	$12K	Hold	169	–	–	﹤0.01%	578
2021 Q4	$13K	Hold	169	–	–	﹤0.01%	573
2021 Q3	$14K	Buy	169 +13	+8%	+$1.08K	﹤0.01%	539
2021 Q2	$13K	Buy	156 +42	+37%	+$3.27K	﹤0.01%	548
2021 Q1	$8K	Hold	114	–	–	﹤0.01%	577
2020 Q4	$8K	Hold	114	–	–	﹤0.01%	558
2020 Q3	$7K	Hold	114	–	–	﹤0.01%	526
2020 Q2	$6K	Hold	114	–	–	﹤0.01%	543
2020 Q1	$5K	Hold	114	–	–	﹤0.01%	554
2019 Q4	$6K	Buy	114 +15	+15%	+$773	﹤0.01%	594
2019 Q3	$5K	Buy	+99	New	+$4.96K	﹤0.01%	597
2018 Q4	–	Sell	-20	Closed	–	–	833
2018 Q3	$0	Buy	+20	New	+$988	﹤0.01%	754

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

Valley National Advisers's XLC Position: Q2 2026 in Review

Valley National Advisers held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 147 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Valley National Advisers first reported a position in XLC in Q3 2018 and has held it in 29 quarters since. The position peaked at $22K in Q1 2025. 1,161 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Valley National Advisers held 147 shares of State Street Communication Services Select Sector SPDR ETF worth $15.7K as of Q2 2026.
Valley National Advisers 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 Valley National Advisers's portfolio in Q2 2026, its #557 holding.
Valley National Advisers first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 29 quarters since.
Valley National Advisers's State Street Communication Services Select Sector SPDR ETF position peaked at $22K in Q1 2025.
1,161 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.