Asset Management One’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Asset Management One’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	–	Sell	-1,808	Closed	-$214K	–	985
2025 Q3	$214K	Buy	1,808 +325	+22%	+$36.1K	﹤0.01%	872
2025 Q2	$161K	Buy	1,483 +1,471	+12,258%	+$145K	﹤0.01%	890
2025 Q1	$1.16K	Buy	+12	New	+$1.2K	﹤0.01%	964
2024 Q1	–	Sell	-51,250	Closed	-$3.75M	–	997
2023 Q4	$3.75M	Sell	51,250 -10,290	-17%	-$708K	0.02%	669
2023 Q3	$4.04M	Buy	61,540 +12,300	+25%	+$820K	0.02%	627
2023 Q2	$3.2M	Buy	+49,240	New	+$3M	0.01%	704
2022 Q1	–	Sell	-62,260	Closed	-$4.88M	–	1061
2021 Q4	$4.88M	Buy	62,260 +12,710	+26%	+$1M	0.02%	677
2021 Q3	$3.97M	Sell	49,550 -12,340	-20%	-$1.02M	0.02%	709
2021 Q2	$5.01M	Sell	61,890 -9,780	-14%	-$762K	0.02%	674
2021 Q1	$5.25M	Sell	71,670 -8,140	-10%	-$579K	0.02%	650
2020 Q4	$5.38M	Sell	79,810 -5,150	-6%	-$328K	0.02%	620
2020 Q3	$5.05M	Buy	84,960 +41,260	+94%	+$2.44M	0.02%	578
2020 Q2	$2.36M	Buy	+43,700	New	+$2.24M	0.01%	729
2020 Q1	–	Sell	-98,700	Closed	-$5.29M	–	1079
2019 Q4	$5.29M	Buy	98,700 +22,700	+30%	+$1.17M	0.02%	610
2019 Q3	$3.76M	Sell	76,000 -43,907	-37%	-$2.2M	0.02%	681
2019 Q2	$5.9M	Buy	119,907 +30,707	+34%	+$1.49M	0.03%	567
2019 Q1	$4.17M	Buy	+89,200	New	+$4.07M	0.02%	638

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

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

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

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

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

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

Asset Management One's XLC Position: Q4 2025 in Review

Asset Management One sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 1,808 shares — an estimated $214K sold.

Asset Management One first reported a position in XLC in Q1 2019 and held it in 17 quarters. The position peaked at $5.9M in Q2 2019. 1,200 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Asset Management One reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Asset Management One sold 1,808 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $214K.
Asset Management One first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and held it in 17 quarters.
Asset Management One's State Street Communication Services Select Sector SPDR ETF position peaked at $5.9M in Q2 2019.
1,200 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Asset Management One's 13F filing for Q4 2025, filed 27 Jan 2026.