Brendel Financial Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Brendel Financial 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
2025 Q2	–	Sell	-7,736	Closed	-$746K	–	112
2025 Q1	$746K	Sell	7,736 -580	-7%	-$57.9K	0.45%	51
2024 Q4	$805K	Sell	8,316 -165	-2%	-$15.7K	0.49%	47
2024 Q3	$767K	Sell	8,481 -351	-4%	-$30.3K	0.43%	53
2024 Q2	$757K	Sell	8,832 -465	-5%	-$38.3K	0.48%	51
2024 Q1	$759K	Sell	9,297 -880	-9%	-$68.5K	0.87%	33
2023 Q4	$739K	Sell	10,177 -215	-2%	-$14.8K	0.48%	52
2023 Q3	$681K	Buy	10,392 +99	+1%	+$6.6K	1.01%	27
2023 Q2	$670K	Buy	+10,293	New	+$627K	1.01%	30
2021 Q4	–	Sell	-15,201	Closed	-$1.22M	–	118
2021 Q3	$1.22M	Buy	15,201 +2,409	+19%	+$199K	1.45%	30
2021 Q2	$1.04M	Buy	12,792 +2,701	+27%	+$210K	0.57%	51
2021 Q1	$740K	Buy	+10,091	New	+$718K	0.5%	55

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Brendel Financial Advisors's XLC Position: Q2 2025 in Review

Brendel Financial Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025, closing a stake of 7,736 shares — an estimated $746K sold.

Brendel Financial Advisors first reported a position in XLC in Q1 2021 and held it in 11 quarters. The position peaked at $1.22M in Q3 2021. 1,112 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

Brendel Financial Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Brendel Financial Advisors sold 7,736 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $746K.
Brendel Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and held it in 11 quarters.
Brendel Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $1.22M in Q3 2021.
1,112 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Brendel Financial Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.