FFASIA
XLC icon

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q1 		– Sell
-7,060
Closed -$684K – 98
2024
Q4 		$684K Buy
+7,060
New +$673K 0.46% 54

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 $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's XLC Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2025, closing a stake of 7,060 shares — an estimated $684K sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in XLC in Q4 2024 and held it in 1 quarter. The position peaked at $684K in Q4 2024. 1,071 funds tracked by Wall St. Rank hold XLC as of Q1 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 7,060 State Street Communication Services Select Sector SPDR ETF shares in Q1 2025, an estimated $684K.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's State Street Communication Services Select Sector SPDR ETF position peaked at $684K in Q4 2024.
  • 1,071 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.