VisionPoint Advisory Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

VisionPoint Advisory Group’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	$401K	Sell	3,745 -23	-0.6%	-$2.62K	0.07%	294
2026 Q1	$418K	Sell	3,768 -1,772	-32%	-$205K	0.08%	255
2025 Q4	$652K	Sell	5,540 -1,222	-18%	-$141K	0.13%	180
2025 Q3	$800K	Sell	6,762 -1,173	-15%	-$130K	0.16%	148
2025 Q2	$861K	Buy	+7,935	New	+$782K	0.19%	125

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

VisionPoint Advisory Group's XLC Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.61% in Q2 2026, selling an estimated $2.62K and leaving 3,745 shares worth $401K. The position accounts for 0.07% of the portfolio, ranked #294.

VisionPoint Advisory Group first reported a position in XLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $861K in Q2 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

VisionPoint Advisory Group held 3,745 shares of State Street Communication Services Select Sector SPDR ETF worth $401K as of Q2 2026.
VisionPoint Advisory Group sold 23 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $2.62K.
State Street Communication Services Select Sector SPDR ETF made up 0.07% of VisionPoint Advisory Group's portfolio in Q2 2026, its #294 holding.
VisionPoint Advisory Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
VisionPoint Advisory Group's State Street Communication Services Select Sector SPDR ETF position peaked at $861K in Q2 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.