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

Waystone 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	$349K	Sell	3,257 -494	-13%	-$56.3K	0.26%	86
2026 Q1	$416K	Buy	3,751 +29	+0.8%	+$3.36K	0.37%	65
2025 Q4	$438K	Buy	+3,722	New	+$428K	0.38%	58

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 22.9% 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

Waystone Advisors's XLC Position: Q2 2026 in Review

Waystone Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 13% in Q2 2026, selling an estimated $56.3K and leaving 3,257 shares worth $349K. The position accounts for 0.26% of the portfolio, ranked #86.

Waystone Advisors first reported a position in XLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $438K in Q4 2025. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Waystone Advisors held 3,257 shares of State Street Communication Services Select Sector SPDR ETF worth $349K as of Q2 2026.
Waystone Advisors sold 494 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $56.3K.
State Street Communication Services Select Sector SPDR ETF made up 0.26% of Waystone Advisors's portfolio in Q2 2026, its #86 holding.
Waystone Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Waystone Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $438K in Q4 2025.
1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Waystone Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.