Ascent Wealth Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Ascent Wealth Partners’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 Q2	–	Sell	-60,433	Closed	-$5.83M	–	186
2025 Q1	$5.83M	Buy	60,433 +733	+1%	+$73.2K	0.78%	40
2024 Q4	$5.78M	Buy	59,700 +287	+0.5%	+$27.4K	0.78%	42
2024 Q3	$5.37M	Sell	59,413 -40,346	-40%	-$3.48M	0.75%	41
2024 Q2	$8.55M	Sell	99,759 -1,377	-1%	-$113K	1.25%	26
2024 Q1	$8.26M	Buy	101,136 +3,716	+4%	+$289K	1.23%	22
2023 Q4	$7.08M	Buy	97,420 +1,518	+2%	+$104K	1.16%	27
2023 Q3	$6.29M	Buy	95,902 +36,006	+60%	+$2.4M	1.16%	26
2023 Q2	$3.97M	Buy	59,896 +3,472	+6%	+$211K	0.7%	45
2023 Q1	$3.27M	Buy	+56,424	New	+$3.06M	0.66%	49
2022 Q3	–	Sell	-62,327	Closed	-$3.44M	–	146
2022 Q2	$3.44M	Buy	62,327 +6,366	+11%	+$383K	0.77%	45
2022 Q1	$3.85M	Sell	55,961 -1,269	-2%	-$89.4K	0.72%	45
2021 Q4	$4.45M	Sell	57,230 -24,679	-30%	-$1.95M	0.79%	42
2021 Q3	$6.58M	Buy	+81,909	New	+$6.78M	1.26%	20

Other funds holding XLC

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

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

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

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

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

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ascent Wealth Partners's XLC Position: Q2 2025 in Review

Ascent Wealth Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025, closing a stake of 60,433 shares — an estimated $5.83M sold.

Ascent Wealth Partners first reported a position in XLC in Q3 2021 and held it in 13 quarters. The position peaked at $8.55M in Q2 2024. 1,113 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

Ascent Wealth Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Ascent Wealth Partners sold 60,433 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $5.83M.
Ascent Wealth Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and held it in 13 quarters.
Ascent Wealth Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $8.55M in Q2 2024.
1,113 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Ascent Wealth Partners's 13F filing for Q2 2025, filed 12 Aug 2025.