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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.13M Sell
66,583
-6,507
-9% -$742K 0.04% 356
2026
Q1
$8.1M Buy
73,090
+3,806
+5% +$441K 0.06% 306
2025
Q4
$8.16M Sell
69,284
-238
-0.3% -$27.4K 0.07% 278
2025
Q3
$8.23M Buy
69,522
+77
+0.1% +$8.56K 0.08% 230
2025
Q2
$7.54M Buy
69,445
+17,831
+35% +$1.76M 0.08% 231
2025
Q1
$4.98M Buy
51,614
+36,963
+252% +$3.69M 0.06% 299
2024
Q4
$1.42M Buy
14,651
+9,340
+176% +$891K 0.02% 452
2024
Q3
$480K Buy
5,311
+78
+1% +$6.72K 0.01% 591
2024
Q2
$448K Buy
5,233
+129
+3% +$10.6K 0.01% 600
2024
Q1
$417K Buy
+5,104
New +$398K 0.01% 512

Other funds holding XLC

Waverly Advisors's XLC Position: Q2 2026 in Review

Waverly Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 8.9% in Q2 2026, selling an estimated $742K and leaving 66,583 shares worth $7.13M. The position accounts for 0.04% of the portfolio, ranked #356.

Waverly Advisors first reported a position in XLC in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.23M in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Waverly Advisors held 66,583 shares of State Street Communication Services Select Sector SPDR ETF worth $7.13M as of Q2 2026.
  • Waverly Advisors sold 6,507 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $742K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #356 holding.
  • Waverly Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • Waverly Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $8.23M 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.