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

Wealthedge Investment 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	$325K	Buy	3,031 +27	+0.9%	+$3.08K	0.11%	115
2026 Q1	$333K	Sell	3,004 -28	-0.9%	-$3.24K	0.12%	110
2025 Q4	$357K	Sell	3,032 -126	-4%	-$14.5K	0.13%	100
2025 Q3	$374K	Sell	3,158 -352	-10%	-$39.1K	0.14%	104
2025 Q2	$381K	Sell	3,510 -1,472	-30%	-$145K	0.16%	112
2025 Q1	$481K	Sell	4,982 -476	-9%	-$47.5K	0.22%	90
2024 Q4	$528K	Buy	+5,458	New	+$520K	0.24%	89

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

Wealthedge Investment Advisors's XLC Position: Q2 2026 in Review

Wealthedge Investment Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.9% in Q2 2026, buying an estimated $3.08K and bringing the position to 3,031 shares worth $325K. The position accounts for 0.11% of the portfolio, ranked #115.

Wealthedge Investment Advisors first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $528K in Q4 2024. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Wealthedge Investment Advisors held 3,031 shares of State Street Communication Services Select Sector SPDR ETF worth $325K as of Q2 2026.
Wealthedge Investment Advisors bought 27 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $3.08K.
State Street Communication Services Select Sector SPDR ETF made up 0.11% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #115 holding.
Wealthedge Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Wealthedge Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $528K in Q4 2024.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.