Atlantic Edge Private Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Atlantic Edge Private Wealth 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 Q3	–	Sell	-213	Closed	-$23.1K	–	557
2025 Q2	$23.1K	Hold	213	–	–	0.01%	285
2025 Q1	$20.5K	Hold	213	–	–	0.01%	280
2024 Q4	$20.6K	Hold	213	–	–	0.01%	275
2024 Q3	$19.3K	Buy	+213	New	+$18.4K	0.01%	273

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Atlantic Edge Private Wealth Management's XLC Position: Q3 2025 in Review

Atlantic Edge Private Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2025, closing a stake of 213 shares — an estimated $23.1K sold.

Atlantic Edge Private Wealth Management first reported a position in XLC in Q3 2024 and held it in 4 quarters. The position peaked at $23.1K in Q2 2025. 1,139 funds tracked by Wall St. Rank hold XLC as of Q3 2025.

Atlantic Edge Private Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 213 State Street Communication Services Select Sector SPDR ETF shares in Q3 2025, an estimated $23.1K.
Atlantic Edge Private Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and held it in 4 quarters.
Atlantic Edge Private Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $23.1K in Q2 2025.
1,139 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.