Aspen Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Aspen Investment Management’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	-3,350	Closed	-$323K	–	156
2025 Q1	$323K	Buy	+3,350	New	+$335K	0.15%	122
2021 Q4	–	Sell	-10,025	Closed	-$803K	–	145
2021 Q3	$803K	Hold	10,025	–	–	0.42%	77
2021 Q2	$812K	Buy	+10,025	New	+$781K	0.42%	79

Other funds holding XLC

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Aspen Investment Management's XLC Position: Q2 2025 in Review

Aspen Investment Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025, closing a stake of 3,350 shares — an estimated $323K sold.

Aspen Investment Management first reported a position in XLC in Q2 2021 and held it in 3 quarters. The position peaked at $812K in Q2 2021. 1,111 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

Aspen Investment Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Aspen Investment Management sold 3,350 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $323K.
Aspen Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and held it in 3 quarters.
Aspen Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $812K in Q2 2021.
1,111 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Aspen Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.