Advisory Resource Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Advisory Resource Group’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 Q4	–	Sell	-12,828	Closed	-$1.52M	–	182
2025 Q3	$1.52M	Sell	12,828 -780	-6%	-$86.7K	0.27%	75
2025 Q2	$1.48M	Sell	13,608 -3,736	-22%	-$368K	0.28%	74
2025 Q1	$1.67M	Sell	17,344 -50	-0.3%	-$4.99K	0.34%	68
2024 Q4	$1.68M	Sell	17,394 -912	-5%	-$87K	0.36%	63
2024 Q3	$1.65M	Buy	18,306 +451	+3%	+$38.9K	0.35%	64
2024 Q2	$1.53M	Buy	17,855 +938	+6%	+$77.3K	0.35%	63
2024 Q1	$1.38M	Buy	16,917 +1,708	+11%	+$133K	0.32%	62
2023 Q4	$1.11M	Buy	15,209 +294	+2%	+$20.2K	0.28%	66
2023 Q3	$978K	Buy	14,915 +339	+2%	+$22.6K	0.26%	64
2023 Q2	$949K	Sell	14,576 -364	-2%	-$22.2K	0.26%	62
2023 Q1	$866K	Sell	14,940 -330	-2%	-$17.9K	0.24%	62
2022 Q4	$733K	Sell	15,270 -11,110	-42%	-$544K	0.22%	64
2022 Q3	$1.26M	Sell	26,380 -19,244	-42%	-$1.06M	0.42%	55
2022 Q2	$2.48M	Buy	+45,624	New	+$2.75M	0.81%	25
2021 Q4	–	Sell	-11,576	Closed	-$927K	–	163
2021 Q3	$927K	Sell	11,576 -1,369	-11%	-$113K	0.34%	56
2021 Q2	$1.05M	Sell	12,945 -419	-3%	-$32.6K	0.42%	53
2021 Q1	$980K	Sell	13,364 -253	-2%	-$18K	0.46%	45
2020 Q4	$919K	Sell	13,617 -60	-0.4%	-$3.82K	0.46%	46
2020 Q3	$812K	Buy	+13,677	New	+$810K	0.48%	46

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisory Resource Group's XLC Position: Q4 2025 in Review

Advisory Resource Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 12,828 shares — an estimated $1.52M sold.

Advisory Resource Group first reported a position in XLC in Q3 2020 and held it in 19 quarters. The position peaked at $2.48M in Q2 2022. 1,203 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Advisory Resource Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Advisory Resource Group sold 12,828 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $1.52M.
Advisory Resource Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2020 and held it in 19 quarters.
Advisory Resource Group's State Street Communication Services Select Sector SPDR ETF position peaked at $2.48M in Q2 2022.
1,203 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Advisory Resource Group's 13F filing for Q4 2025, filed 12 Feb 2026.