Vista Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Vista Investment Management’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	$279K	Hold	2,606	–	–	0.08%	159
2026 Q1	$289K	Buy	2,606 +65	+3%	+$7.53K	0.1%	151
2025 Q4	$299K	Buy	2,541 +25	+1%	+$2.88K	0.1%	147
2025 Q3	$298K	Hold	2,516	–	–	0.1%	148
2025 Q2	$273K	Buy	2,516 +36	+1%	+$3.55K	0.1%	148
2025 Q1	$239K	Sell	2,480 -30	-1%	-$3K	0.09%	158
2024 Q4	$243K	Buy	2,510 +40	+2%	+$3.81K	0.09%	161
2024 Q3	$223K	Sell	2,470 -56	-2%	-$4.83K	0.08%	165
2024 Q2	$216K	Hold	2,526	–	–	0.09%	165
2024 Q1	$206K	Buy	+2,526	New	+$197K	0.08%	175
2022 Q4	–	Sell	-4,182	Closed	-$200K	–	168
2022 Q3	$200K	Buy	+4,182	New	+$230K	0.12%	152
2022 Q2	–	Sell	-3,367	Closed	-$232K	–	172
2022 Q1	$232K	Buy	3,367 +135	+4%	+$9.51K	0.13%	151
2021 Q4	$251K	Sell	3,232 -143	-4%	-$11.3K	0.14%	146
2021 Q3	$270K	Buy	3,375 +36	+1%	+$2.98K	0.16%	134
2021 Q2	$270K	Hold	3,339	–	–	0.16%	136
2021 Q1	$245K	Hold	3,339	–	–	0.15%	136
2020 Q4	$225K	Sell	3,339 -563	-14%	-$35.8K	0.15%	135
2020 Q3	$232K	Buy	+3,902	New	+$231K	0.18%	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

Vista Investment Management's XLC Position: Q2 2026 in Review

Vista Investment Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 2,606 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #159.

Vista Investment Management first reported a position in XLC in Q3 2020 and has held it in 18 quarters since. The position peaked at $299K in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Vista Investment Management held 2,606 shares of State Street Communication Services Select Sector SPDR ETF worth $279K as of Q2 2026.
Vista Investment Management 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 0.08% of Vista Investment Management's portfolio in Q2 2026, its #159 holding.
Vista Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2020 and has held it in 18 quarters since.
Vista Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $299K in Q4 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.