Valley Wealth Managers’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Valley Wealth Managers’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	$77.7K	Buy	725 +20	+3%	+$2.28K	﹤0.01%	205
2026 Q1	$78.2K	Buy	705 +129	+22%	+$14.9K	0.01%	198
2025 Q4	$67.8K	Hold	576	–	–	﹤0.01%	204
2025 Q3	$68.2K	Hold	576	–	–	﹤0.01%	193
2025 Q2	$62.5K	Buy	576 +26	+5%	+$2.56K	﹤0.01%	190
2025 Q1	$53K	Sell	550 -2,443	-82%	-$244K	﹤0.01%	205
2024 Q4	$290K	Hold	2,993	–	–	0.02%	174
2024 Q3	$271K	Sell	2,993 -178	-6%	-$15.3K	0.02%	177
2024 Q2	$272K	Sell	3,171 -35	-1%	-$2.88K	0.02%	179
2024 Q1	$262K	Sell	3,206 -136	-4%	-$10.6K	0.02%	180
2023 Q4	$243K	Hold	3,342	–	–	0.02%	176
2023 Q3	$219K	Hold	3,342	–	–	0.02%	182
2023 Q2	$217K	Sell	3,342 -55	-2%	-$3.35K	0.02%	158
2023 Q1	$197K	Sell	3,397 -1,644	-33%	-$89.3K	0.02%	168
2022 Q4	$242K	Sell	5,041 -200	-4%	-$9.79K	0.02%	150
2022 Q3	$251K	Buy	5,241 +788	+18%	+$43.3K	0.03%	154
2022 Q2	$242K	Sell	4,453 -12	-0.3%	-$723	0.02%	168
2022 Q1	$307K	Sell	4,465 -40	-0.9%	-$2.82K	0.03%	157
2021 Q4	$350K	Sell	4,505 -315	-7%	-$24.9K	0.03%	155
2021 Q3	$386K	Sell	4,820 -322	-6%	-$26.7K	0.03%	140
2021 Q2	$416K	Sell	5,142 -83	-2%	-$6.46K	0.04%	139
2021 Q1	$383K	Sell	5,225 -202	-4%	-$14.4K	0.03%	137
2020 Q4	$366K	Sell	5,427 -12	-0.2%	-$764	0.04%	136
2020 Q3	$323K	Sell	5,439 -189	-3%	-$11.2K	0.04%	139
2020 Q2	$304K	Buy	5,628 +1,004	+22%	+$51.5K	0.03%	143
2020 Q1	$205K	Buy	4,624 +424	+10%	+$21.9K	0.03%	156
2019 Q4	$225K	Buy	+4,200	New	+$216K	0.02%	174

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 Wealth Managers's XLC Position: Q2 2026 in Review

Valley Wealth Managers increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.8% in Q2 2026, buying an estimated $2.28K and bringing the position to 725 shares worth $77.7K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Valley Wealth Managers first reported a position in XLC in Q4 2019 and has held it in 27 quarters since. The position peaked at $416K in Q2 2021. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Valley Wealth Managers held 725 shares of State Street Communication Services Select Sector SPDR ETF worth $77.7K as of Q2 2026.
Valley Wealth Managers bought 20 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $2.28K.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #205 holding.
Valley Wealth Managers first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Valley Wealth Managers's State Street Communication Services Select Sector SPDR ETF position peaked at $416K in Q2 2021.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.