Vaughan David Investments’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Vaughan David Investments’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	$5.25M	Buy	48,975 +1,884	+4%	+$215K	0.1%	107
2026 Q1	$5.22M	Sell	47,091 -61	-0.1%	-$7.06K	0.11%	102
2025 Q4	$5.55M	Buy	47,152 +572	+1%	+$65.8K	0.12%	102
2025 Q3	$5.51M	Sell	46,580 -304	-0.6%	-$33.8K	0.12%	100
2025 Q2	$5.09M	Buy	46,884 +3,549	+8%	+$350K	0.11%	102
2025 Q1	$4.18M	Sell	43,335 -1,363	-3%	-$136K	0.1%	102
2024 Q4	$4.33M	Sell	44,698 -905	-2%	-$86.3K	0.1%	101
2024 Q3	$4.12M	Buy	45,603 +64	+0.1%	+$5.52K	0.09%	103
2024 Q2	$3.9M	Sell	45,539 -1,119	-2%	-$92.2K	0.1%	104
2024 Q1	$3.81M	Sell	46,658 -113	-0.2%	-$8.8K	0.09%	105
2023 Q4	$3.4M	Sell	46,771 -1,135	-2%	-$78.1K	0.09%	105
2023 Q3	$3.14M	Buy	47,906 +3,108	+7%	+$207K	0.1%	107
2023 Q2	$2.92M	Buy	44,798 +3,706	+9%	+$226K	0.09%	109
2023 Q1	$2.38M	Buy	41,092 +3,254	+9%	+$177K	0.07%	108
2022 Q4	$1.82M	Buy	37,838 +2,212	+6%	+$108K	0.05%	111
2022 Q3	$1.71M	Buy	35,626 +1,815	+5%	+$99.8K	0.06%	112
2022 Q2	$1.83M	Buy	33,811 +2,444	+8%	+$147K	0.06%	111
2022 Q1	$2.16M	Buy	31,367 +2,701	+9%	+$190K	0.06%	108
2021 Q4	$2.23M	Buy	28,666 +2,574	+10%	+$203K	0.07%	109
2021 Q3	$2.09M	Buy	26,092 +3,267	+14%	+$270K	0.07%	107
2021 Q2	$1.85M	Buy	22,825 +3,154	+16%	+$246K	0.06%	111
2021 Q1	$1.44M	Buy	19,671 +3,933	+25%	+$280K	0.05%	110
2020 Q4	$1.06M	Buy	15,738 +3,040	+24%	+$193K	0.04%	114
2020 Q3	$754K	Buy	12,698 +2,297	+22%	+$136K	0.03%	119
2020 Q2	$562K	Buy	+10,401	New	+$534K	0.02%	123

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

Vaughan David Investments's XLC Position: Q2 2026 in Review

Vaughan David Investments increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4% in Q2 2026, buying an estimated $215K and bringing the position to 48,975 shares worth $5.25M. The position accounts for 0.1% of the portfolio, ranked #107.

Vaughan David Investments first reported a position in XLC in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.55M in Q4 2025. 1,153 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Vaughan David Investments held 48,975 shares of State Street Communication Services Select Sector SPDR ETF worth $5.25M as of Q2 2026.
Vaughan David Investments bought 1,884 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $215K.
State Street Communication Services Select Sector SPDR ETF made up 0.1% of Vaughan David Investments's portfolio in Q2 2026, its #107 holding.
Vaughan David Investments first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
Vaughan David Investments's State Street Communication Services Select Sector SPDR ETF position peaked at $5.55M in Q4 2025.
1,153 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.