BLB&B Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

BLB&B Advisors’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
2026 Q1	$380K	Sell	3,426 -39,358	-92%	-$4.56M	0.02%	205
2025 Q4	$5.04M	Buy	42,784 +38,508	+901%	+$4.43M	0.21%	62
2025 Q3	$506K	Sell	4,276 -225	-5%	-$25K	0.02%	174
2025 Q2	$488K	Sell	4,501 -27,497	-86%	-$2.71M	0.02%	175
2025 Q1	$3.09M	Buy	31,998 +27,589	+626%	+$2.76M	0.16%	75
2024 Q4	$427K	Buy	4,409 +824	+23%	+$78.6K	0.02%	188
2024 Q3	$324K	Hold	3,585	–	–	0.02%	224
2024 Q2	$307K	Hold	3,585	–	–	0.02%	221
2024 Q1	$293K	Hold	3,585	–	–	0.02%	231
2023 Q4	$260K	Hold	3,585	–	–	0.02%	227
2023 Q3	$235K	Buy	+3,585	New	+$239K	0.02%	222

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 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

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

Raymond James Financial

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth

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

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

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return