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

Wetzel 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 		$220K Sell
2,051
-78
-4% -$8.89K 0.08% 127
2026
Q1 		$236K Sell
2,129
-6
-0.3% -$695 0.09% 122
2025
Q4 		$251K Buy
2,135
+76
+4% +$8.75K 0.1% 115
2025
Q3 		$244K Sell
2,059
-147
-7% -$16.3K 0.1% 115
2025
Q2 		$239K Sell
2,206
-22
-1% -$2.17K 0.11% 108
2025
Q1 		$215K Sell
2,228
-50
-2% -$4.99K 0.11% 112
2024
Q4 		$221K Buy
2,278
+11
+0.5% +$1.05K 0.11% 114
2024
Q3 		$205K Buy
2,267
+57
+3% +$4.91K 0.1% 117
2024
Q2 		$180K Hold
2,210
– – 0.1% 121
2024
Q1 		$178K Buy
2,210
+28
+1% +$2.18K 0.1% 122
2023
Q4 		$159K Buy
+2,182
New +$150K 0.1% 132

Other funds holding XLC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Wetzel Investment Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.7% in Q2 2026, selling an estimated $8.89K and leaving 2,051 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #127.

Wetzel Investment Advisors first reported a position in XLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $251K in Q4 2025. 739 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Wetzel Investment Advisors held 2,051 shares of State Street Communication Services Select Sector SPDR ETF worth $220K as of Q2 2026.
  • Wetzel Investment Advisors sold 78 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $8.89K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.08% of Wetzel Investment Advisors's portfolio in Q2 2026, its #127 holding.
  • Wetzel Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Wetzel Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $251K in Q4 2025.
  • 739 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.