Avestar Capital, LLC XLC — SELECT SECTOR SPDR TR COMMUNICATION

Ownership history in Avestar Capital, LLC  ·  20 quarters on record

AI Ownership Summary

Avestar Capital, LLC reported SELECT SECTOR SPDR TR COMMUNICATION (XLC) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.74% in 2024 Q3. The latest visible filing shows XLC at 0.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avestar Capital, LLC's position in SELECT SECTOR SPDR TR COMMUNICATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XLC was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLC stock page Avestar Capital, LLC fund profile Avestar Capital, LLC full holdings
How Avestar Capital, LLC held XLC — position size vs. price
% of Fund (quarterly)    XLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 81,408 +1,181 +1.5% 0.62% $9.6M 2026-02-14 (Est.) $114.22
2025 Q3 REDUCED 7.9% -0.1% ✅ 80,227 -6,894 -7.9% 0.62% $9.5M 2025-11-07 $111.39
2025 Q2 ADDED — — — 87,121 +11,489 +15.2% 0.65% $9.5M 2025-08-13 $110.02
2025 Q1 REDUCED 5.4% +12.8% ❌ 75,632 -4,358 -5.4% 0.63% $7.3M 2025-05-14 $99.46
2024 Q4 ADDED — — — 79,990 +113 +0.1% 0.66% $7.7M 2025-01-29 $100.33
2024 Q3 REDUCED — — — 79,877 -3,808 -4.6% 0.74% $7.2M 2024-11-13 $95.48
2024 Q2 REDUCED — — — 83,685 -677 -0.8% 0.74% $7.2M 2024-08-08 $82.74
2024 Q1 ADDED — — — 84,362 +15,898 +23.2% 0.72% $6.9M 2024-05-10 $79.89
2023 Q4 REDUCED — — — 68,464 -3,436 -4.8% 0.56% $5.0M 2024-02-12 $77.36
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLC

As of 2026 Q1 — sorted by position size

INNEALTA CAPITAL, LLC 3Y 7Y 10.2% UNIVERSITY OF CHICAGO 3Y 7Y 8.92% IMZ Advisory Inc 8.84% WestEnd Advisors, LLC 3Y 7Y 7.6% THEORY FINANCIAL LLC 3Y 7.23% Vertex Investment Solutions Co., Ltd. 5.79% Ayalon Insurance Comp Ltd. 3Y 7Y 5.66% J.Safra Asset Management Corp 3Y 7Y 5.33% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 5.06% Bonfire Financial 4.29%

FAQ About Avestar Capital, LLC and XLC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avestar Capital, LLC reported owning XLC?

Avestar Capital, LLC reported XLC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XLC position in Avestar Capital, LLC's portfolio?

The largest reported portfolio weight for XLC was 0.74% in 2024 Q3.

What is the latest reported XLC position on this page?

The most recent filing on this page is 2025 Q4, when Avestar Capital, LLC reported 81,408 shares, equal to 0.62% of portfolio, with an estimated market value of $9.6M.

What does the chart on this XLC ownership page compare?

The chart compares Avestar Capital, LLC's quarterly XLC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Avestar Capital, LLC time their XLC position?

Based on 13F filing dates vs. subsequent XLC price moves, Avestar Capital, LLC correctly timed 6 out of 14 reported position changes (43%). The annualised alpha on XLC relative to SPY over the holding period was +1.9%.

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