AWM
XLC icon

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

Atticus 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
-1,583
Closed -$172K – 655
2025
Q2 		$172K Buy
1,583
+488
+45% +$48.1K 0.05% 182
2025
Q1 		$106K Sell
1,095
-148
-12% -$14.8K 0.03% 155
2024
Q4 		$120K Sell
1,243
-114
-8% -$10.9K 0.04% 150
2024
Q3 		$123K Sell
1,357
-2,410
-64% -$208K 0.04% 154
2024
Q2 		$323K Buy
3,767
+1,874
+99% +$154K 0.11% 87
2024
Q1 		$155K Sell
1,893
-4,477
-70% -$349K 0.05% 132
2023
Q4 		$463K Buy
6,370
+4,208
+195% +$290K 0.16% 74
2023
Q3 		$142K Sell
2,162
-668
-24% -$44.6K 0.05% 145
2023
Q2 		$184K Sell
2,830
-2,511
-47% -$153K 0.07% 138
2023
Q1 		$310K Sell
5,341
-32,588
-86% -$1.77M 0.12% 98
2022
Q4 		$1.82M Buy
37,929
+5,318
+16% +$260K 0.75% 23
2022
Q3 		$1.77M Hold
32,611
– – 0.86% 22
2022
Q2 		$1.77M Sell
32,611
-205
-0.6% -$12.3K 0.74% 28
2022
Q1 		$2.26M Sell
32,816
-65
-0.2% -$4.58K 0.82% 25
2021
Q4 		$2.55M Buy
32,881
+6,539
+25% +$517K 1% 24
2021
Q3 		$2.11M Sell
26,342
-6,131
-19% -$508K 0.93% 26
2021
Q2 		$2.63M Buy
32,473
+22
+0.1% +$1.71K 1.14% 24
2021
Q1 		$2.38M Sell
32,451
-12,272
-27% -$873K 1.13% 24
2020
Q4 		$3.02M Buy
44,723
+2,795
+7% +$178K 1.52% 17
2020
Q3 		$2.49M Buy
41,928
+6,785
+19% +$402K 1.49% 18
2020
Q2 		$1.9M Buy
35,143
+25,751
+274% +$1.32M 1.25% 21
2020
Q1 		$416K Buy
+9,392
New +$486K 0.34% 47

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atticus Wealth Management's XLC Position: Q3 2025 in Review

Atticus Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2025, closing a stake of 1,583 shares — an estimated $172K sold.

Atticus Wealth Management first reported a position in XLC in Q1 2020 and held it in 22 quarters. The position peaked at $3.02M in Q4 2020. 1,137 funds tracked by Wall St. Rank hold XLC as of Q3 2025.

  • Atticus Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 1,583 State Street Communication Services Select Sector SPDR ETF shares in Q3 2025, an estimated $172K.
  • Atticus Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2020 and held it in 22 quarters.
  • Atticus Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $3.02M in Q4 2020.
  • 1,137 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.