Alpha Cubed Investments’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Alpha Cubed Investments’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	$537K	Buy	+4,562	New	+$525K	0.02%	173
2024 Q2	–	Sell	-2,525	Closed	-$206K	–	315
2024 Q1	$206K	Buy	+2,525	New	+$197K	0.01%	270

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

Alpha Cubed Investments's XLC Position: Q4 2025 in Review

Alpha Cubed Investments opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025: 4,562 shares worth $537K. The stake represents 0.02% of the portfolio and ranks #173 among its holdings. This is a return to the name: Alpha Cubed Investments previously reported a position in XLC as recently as Q1 2024.

Alpha Cubed Investments first reported a position in XLC in Q1 2024 and has held it in 2 quarters since. 1,203 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Alpha Cubed Investments held 4,562 shares of State Street Communication Services Select Sector SPDR ETF worth $537K as of Q4 2025.
State Street Communication Services Select Sector SPDR ETF was a new Alpha Cubed Investments position in Q4 2025.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of Alpha Cubed Investments's portfolio in Q4 2025, its #173 holding.
Alpha Cubed Investments first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 2 quarters since.
1,203 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.