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

Camarda 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 Q1	–	Sell	-2,314	Closed	-$224K	–	122
2024 Q4	$224K	Buy	2,314 +86	+4%	+$8.2K	0.08%	91
2024 Q3	$201K	Buy	+2,228	New	+$192K	0.08%	81
2022 Q3	–	Sell	-7,803	Closed	-$423K	–	86
2022 Q2	$423K	Sell	7,803 -24,085	-76%	-$1.45M	0.42%	58
2022 Q1	$2.19M	Buy	+31,888	New	+$2.25M	1.05%	25
2021 Q3	–	Sell	-7,020	Closed	-$568K	–	113
2021 Q2	$568K	Sell	7,020 -75,478	-91%	-$5.88M	0.35%	63
2021 Q1	$6.05M	Sell	82,498 -643	-0.8%	-$45.7K	4.33%	6
2020 Q4	$5.61M	Sell	83,141 -8,115	-9%	-$516K	4.73%	5
2020 Q3	$5.42M	Buy	91,256 +2,402	+3%	+$142K	6.58%	6
2020 Q2	$4.8M	Buy	+88,854	New	+$4.56M	6.72%	6

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Camarda Financial Advisors's XLC Position: Q1 2025 in Review

Camarda Financial Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2025, closing a stake of 2,314 shares — an estimated $224K sold.

Camarda Financial Advisors first reported a position in XLC in Q2 2020 and held it in 9 quarters. The position peaked at $6.05M in Q1 2021. 1,072 funds tracked by Wall St. Rank hold XLC as of Q1 2025.

Camarda Financial Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Camarda Financial Advisors sold 2,314 State Street Communication Services Select Sector SPDR ETF shares in Q1 2025, an estimated $224K.
Camarda Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and held it in 9 quarters.
Camarda Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $6.05M in Q1 2021.
1,072 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2025.

Based on Camarda Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.