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

World 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 Q1	$2.22M	Buy	19,993 +359	+2%	+$41.6K	0.04%	451
2025 Q4	$2.31M	Buy	19,634 +3,346	+21%	+$385K	0.04%	425
2025 Q3	$1.93M	Buy	16,288 +1,619	+11%	+$180K	0.04%	403
2025 Q2	$1.59M	Buy	14,669 +2,855	+24%	+$281K	0.04%	420
2025 Q1	$1.14M	Sell	11,814 -846	-7%	-$84.5K	0.03%	467
2024 Q4	$1.23M	Buy	12,660 +9,650	+321%	+$920K	0.03%	422
2024 Q3	$272K	Buy	3,010 +291	+11%	+$25.1K	0.01%	767
2024 Q2	$233K	Buy	+2,719	New	+$224K	0.01%	555

Other funds holding XLC

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return