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

West Financial 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 Q1	–	Sell	-33,008	Closed	-$3.89M	–	244
2025 Q4	$3.89M	Buy	33,008 +474	+1%	+$54.6K	0.66%	22
2025 Q3	$3.85M	Buy	32,534 +325	+1%	+$36.1K	0.64%	20
2025 Q2	$3.5M	Sell	32,209 -729	-2%	-$71.8K	0.61%	20
2025 Q1	$3.18M	Buy	+32,938	New	+$3.29M	0.6%	22
2024 Q3	–	Sell	-27,689	Closed	-$2.37M	–	194
2024 Q2	$2.37M	Buy	27,689 +494	+2%	+$40.7K	0.49%	24
2024 Q1	$2.22M	Sell	27,195 -688	-2%	-$53.6K	0.48%	24
2023 Q4	$2.03M	Sell	27,883 -661	-2%	-$45.5K	0.46%	26
2023 Q3	$1.87M	Buy	28,544 +608	+2%	+$40.6K	0.47%	22
2023 Q2	$1.82M	Sell	27,936 -943	-3%	-$57.4K	0.45%	23
2023 Q1	$1.67M	Buy	+28,879	New	+$1.57M	0.44%	25
2022 Q1	–	Sell	-4,276	Closed	-$332K	–	198
2021 Q4	$332K	Hold	4,276	–	–	0.09%	48
2021 Q3	$343K	Sell	4,276 -9,269	-68%	-$767K	0.1%	44
2021 Q2	$1.1M	Buy	13,545 +1,204	+10%	+$93.8K	0.34%	19
2021 Q1	$905K	Buy	+12,341	New	+$878K	0.3%	22

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

West Financial Advisors's XLC Position: Q1 2026 in Review

West Financial Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 33,008 shares — an estimated $3.89M sold.

West Financial Advisors first reported a position in XLC in Q1 2021 and held it in 14 quarters. The position peaked at $3.89M in Q4 2025. 1,184 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

West Financial Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 33,008 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $3.89M.
West Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and held it in 14 quarters.
West Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $3.89M in Q4 2025.
1,184 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.