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

VestGen 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	$312K	Sell	2,916 -377	-11%	-$43K	0.01%	829
2026 Q1	$382K	Sell	3,293 -1,100	-25%	-$127K	0.01%	749
2025 Q4	$517K	Sell	4,393 -324	-7%	-$37.3K	0.02%	478
2025 Q3	$558K	Buy	4,717 +1,695	+56%	+$188K	0.02%	464
2025 Q2	$328K	Buy	+3,022	New	+$298K	0.01%	487

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

VestGen Advisors's XLC Position: Q2 2026 in Review

VestGen Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 11% in Q2 2026, selling an estimated $43K and leaving 2,916 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #829.

VestGen Advisors first reported a position in XLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $558K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

VestGen Advisors held 2,916 shares of State Street Communication Services Select Sector SPDR ETF worth $312K as of Q2 2026.
VestGen Advisors sold 377 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $43K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #829 holding.
VestGen Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
VestGen Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $558K in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.