The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
MX ˙ BMV
SecurityMX:XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership11,248 shares
Latest Disclosed Value $ 1,246,913
Avidian Wealth Solutions, LLC reports 0.57% decrease in ownership of XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 11,248 shares of The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF (MX:XLC) valued at $1,246,913 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 11,312 shares of The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF. This represents a change in shares of -0.57% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F SELECT SECTOR SPDR TR STATE STREET COM 81369Y852 11,248 -64 -0.57 1,247 -6.39 0.0394
2026-02-02 2025-12-31 13F SELECT SECTOR SPDR TR STATE STREET COM 81369Y852 11,312 1 0.01 1,332 -0.52 0.0485
2025-10-30 2025-09-30 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 11,311 -178 -1.55 1,339 7.38 0.0504
2025-07-30 2025-06-30 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 11,489 -171 -1.47 1,247 10.85 0.0507
2025-04-25 2025-03-31 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 11,660 1,266 12.18 1,125 11.73 0.0501
2025-01-29 2024-12-31 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 10,394 -104 -0.99 1,006 6.01 0.0452
2024-10-30 2024-09-30 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 10,498 4,463 73.95 949 83.91 0.0431
2024-08-06 2024-06-30 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 6,035 1,285 27.05 517 33.33 0.0215
2024-05-03 2024-03-31 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 4,750 512 12.08 388 26.06 0.0188
2024-02-06 2023-12-31 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 4,238 4,238 308 0.0189
2022-05-10 2022-03-31 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 0 -3,907 -100.00 0 -100.00
2022-02-14 2021-12-31 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 3,907 105 2.76 304 -0.33 0.0189
2021-11-10 2021-09-30 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 3,802 1,068 39.06 305 38.01 0.0232
2021-08-09 2021-06-30 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 2,734 2,734 221 0.0170
2021-05-05 2021-03-31 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 0 -3,818 -100.00 0 -100.00
2021-02-09 2020-12-31 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 3,818 -8,613 -69.29 258 -65.04 0.0245
2021-02-03 2020-09-30 13F/A-1 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 12,431 -16,766 -57.42 738 -53.23 0.0836
2020-11-06 2020-09-30 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 12,431 7,171 738 170,938.5872
2020-08-10 2020-06-30 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 29,197 -17,735 -37.79 1,578 -23.99 0.2129
2020-04-22 2020-03-31 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 46,932 8,352 21.65 2,076 0.34 0.3331
2020-02-13 2019-12-31 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 38,580 18,335 90.57 2,069 106.28 0.2940
2019-11-14 2019-09-30 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 20,245 -14,865 -42.34 1,003 -41.96 0.1652
2019-08-14 2019-06-30 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 35,110 -23,059 -39.64 1,728 -36.49 0.4086
2019-05-15 2019-03-31 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 58,169 -40,688 -41.16 2,721 -33.33 0.6048
2019-02-14 2018-12-31 13F SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 98,857 98,857 4,081 1.4247
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.