Aspire Private Capital’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-1	Closed	-$90	–	652
2024 Q3	$90	Hold	1	–	–	﹤0.01%	657
2024 Q2	$86	Hold	1	–	–	﹤0.01%	674
2024 Q1	$82	Hold	1	–	–	﹤0.01%	704
2023 Q4	$72	Hold	1	–	–	﹤0.01%	690
2023 Q3	$65	Sell	1 -146	-99%	-$9.74K	﹤0.01%	694
2023 Q2	$9.55K	Hold	147	–	–	﹤0.01%	388
2023 Q1	$8.5K	Buy	147 +1	+0.7%	+$54	﹤0.01%	385
2022 Q4	$7.01K	Sell	146 -43	-23%	-$2.11K	﹤0.01%	395
2022 Q3	$9K	Hold	189	–	–	﹤0.01%	362
2022 Q2	$10K	Sell	189 -440	-70%	-$26.5K	﹤0.01%	352
2022 Q1	$43K	Sell	629 -1,782	-74%	-$126K	0.01%	220
2021 Q4	$187K	Buy	2,411 +61	+3%	+$4.82K	0.06%	142
2021 Q3	$188K	Sell	2,350 -270	-10%	-$22.4K	0.06%	139
2021 Q2	$212K	Buy	2,620 +2,131	+436%	+$166K	0.07%	138
2021 Q1	$36K	Sell	489 -48,252	-99%	-$3.43M	0.01%	239
2020 Q4	$3.29M	Buy	+48,741	New	+$3.1M	1.26%	25
2020 Q1	–	Sell	-89	Closed	-$5K	–	496
2019 Q4	$5K	Sell	89 -121,410	-100%	-$6.25M	﹤0.01%	306
2019 Q3	$6.02M	Buy	121,499 +121,473	+467,204%	+$6.08M	2.86%	13
2019 Q2	$1K	Sell	26 -34,240	-100%	-$1.66M	﹤0.01%	496
2019 Q1	$1.6M	Buy	34,266 +34,263	+1,142,100%	+$1.56M	0.81%	32
2018 Q4	$0	Buy	+3	New	+$134	﹤0.01%	564

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

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

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

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

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

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

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

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

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

Aspire Private Capital's XLC Position: Q4 2024 in Review

Aspire Private Capital sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2024, closing a stake of 1 share — an estimated $90 sold.

Aspire Private Capital first reported a position in XLC in Q4 2018 and held it in 21 quarters. The position peaked at $6.02M in Q3 2019. 1,052 funds tracked by Wall St. Rank hold XLC as of Q4 2024.

Aspire Private Capital reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 1 State Street Communication Services Select Sector SPDR ETF share in Q4 2024, an estimated $90.
Aspire Private Capital first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and held it in 21 quarters.
Aspire Private Capital's State Street Communication Services Select Sector SPDR ETF position peaked at $6.02M in Q3 2019.
1,052 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.