RAFFA WEALTH MANAGEMENT, LLC’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$142K	Hold	1,328	–	–	0.02%	108
2026 Q1	$147K	Hold	1,328	–	–	0.02%	101
2025 Q4	$156K	Hold	1,328	–	–	0.02%	103
2025 Q3	$157K	Sell	1,328 -959	-42%	-$107K	0.03%	95
2025 Q2	$248K	Sell	2,287 -147	-6%	-$14.5K	0.05%	83
2025 Q1	$235K	Sell	2,434 -107	-4%	-$10.7K	0.05%	75
2024 Q4	$246K	Buy	2,541 +254	+11%	+$24.2K	0.06%	71
2024 Q3	$207K	Sell	2,287 -518	-18%	-$44.7K	0.05%	75
2024 Q2	$240K	Hold	2,805	–	–	0.07%	77
2024 Q1	$229K	Hold	2,805	–	–	0.07%	78
2023 Q4	$204K	Hold	2,805	–	–	0.06%	73
2023 Q3	$184K	Hold	2,805	–	–	0.06%	68
2023 Q2	$183K	Hold	2,805	–	–	0.06%	67
2023 Q1	$163K	Hold	2,805	–	–	0.06%	71
2022 Q4	$135K	Hold	2,805	–	–	0.06%	67
2022 Q3	$134K	Hold	2,805	–	–	0.06%	69
2022 Q2	$152K	Hold	2,805	–	–	0.07%	65
2022 Q1	$193K	Hold	2,805	–	–	0.07%	59
2021 Q4	$218K	Buy	+2,805	New	+$222K	0.07%	60

Other funds holding XLC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's XLC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 1,328 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #108.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in XLC in Q4 2021 and has held it in 19 quarters since. The position peaked at $248K in Q2 2025. 395 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1,328 shares of State Street Communication Services Select Sector SPDR ETF worth $142K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC 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 0.02% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #108 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's State Street Communication Services Select Sector SPDR ETF position peaked at $248K in Q2 2025.
395 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.