Apexium Financial’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Apexium Financial’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 Q3	$3.1M	Hold	26,148	–	–	0.15%	71
2025 Q2	$2.84M	Buy	26,148 +1,205	+5%	+$119K	0.15%	71
2025 Q1	$2.41M	Buy	24,943 +1,205	+5%	+$120K	0.14%	73
2024 Q4	$2.3M	Buy	23,738 +393	+2%	+$37.5K	0.14%	68
2024 Q3	$2.11M	Buy	23,345 +481	+2%	+$41.5K	0.14%	62
2024 Q2	$1.96M	Sell	22,864 -255	-1%	-$21K	0.14%	64
2024 Q1	$1.89M	Buy	23,119 +4,372	+23%	+$341K	0.14%	65
2023 Q4	$1.36M	Sell	18,747 -1,251	-6%	-$86.1K	0.1%	97
2023 Q3	$1.31M	Buy	19,998 +937	+5%	+$62.5K	0.13%	75
2023 Q2	$1.24M	Buy	19,061 +396	+2%	+$24.1K	0.11%	77
2023 Q1	$1.08M	Buy	18,665 +6,541	+54%	+$355K	0.11%	79
2022 Q4	$582K	Sell	12,124 -1,196	-9%	-$58.6K	0.06%	119
2022 Q3	$638K	Buy	+13,320	New	+$733K	0.08%	100
2022 Q2	–	Sell	-3,858	Closed	-$269K	–	108
2022 Q1	$269K	Buy	+3,858	New	+$272K	0.14%	79
2021 Q4	–	Sell	-2,558	Closed	-$205K	–	100
2021 Q3	$205K	Buy	2,558 +57	+2%	+$4.72K	0.12%	86
2021 Q2	$203K	Buy	+2,501	New	+$195K	0.13%	79

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Apexium Financial's XLC Position: Q3 2025 in Review

Apexium Financial held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q3 2025 at 26,148 shares worth $3.1M. The position accounts for 0.15% of the portfolio, ranked #71.

Apexium Financial first reported a position in XLC in Q2 2021 and has held it in 16 quarters since. 1,136 funds tracked by Wall St. Rank hold XLC as of Q3 2025.

Apexium Financial held 26,148 shares of State Street Communication Services Select Sector SPDR ETF worth $3.1M as of Q3 2025.
Apexium Financial left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Communication Services Select Sector SPDR ETF made up 0.15% of Apexium Financial's portfolio in Q3 2025, its #71 holding.
Apexium Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and has held it in 16 quarters since.
1,136 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.