Cape Cod Five Cents Savings Bank’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Cape Cod Five Cents Savings Bank’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 Q4	$294K	Hold	3,256	–	–	0.03%	164
2025 Q3	$294K	Hold	3,256	–	–	0.03%	164
2025 Q2	$294K	Hold	3,256	–	–	0.03%	164
2025 Q1	$294K	Hold	3,256	–	–	0.03%	164
2024 Q4	$294K	Hold	3,256	–	–	0.03%	164
2024 Q3	$294K	Sell	3,256 -775	-19%	-$66.8K	0.03%	164
2024 Q2	$345K	Sell	4,031 -22	-0.5%	-$1.81K	0.03%	156
2024 Q1	$331K	Sell	4,053 -731	-15%	-$56.9K	0.03%	160
2023 Q4	$348K	Sell	4,784 -3,532	-42%	-$243K	0.04%	153
2023 Q3	$545K	Buy	8,316 +3,810	+85%	+$254K	0.03%	165
2023 Q2	$293K	Sell	4,506 -62	-1%	-$3.78K	0.03%	165
2023 Q1	$265K	Sell	4,568 -4,291	-48%	-$233K	0.03%	166
2022 Q4	$425K	Buy	+8,859	New	+$434K	0.05%	150
2022 Q1	–	Sell	-38,181	Closed	-$2.97M	–	204
2021 Q4	$2.97M	Buy	38,181 +34,637	+977%	+$2.74M	0.28%	75
2021 Q3	$284K	Sell	3,544 -202	-5%	-$16.7K	0.03%	157
2021 Q2	$303K	Sell	3,746 -160	-4%	-$12.5K	0.03%	155
2021 Q1	$286K	Sell	3,906 -2,179	-36%	-$155K	0.03%	157
2020 Q4	$411K	Buy	+6,085	New	+$387K	0.05%	140

Other funds holding XLC

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

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Cape Cod Five Cents Savings Bank's XLC Position: Q4 2025 in Review

Cape Cod Five Cents Savings Bank held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q4 2025 at 3,256 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #164.

Cape Cod Five Cents Savings Bank first reported a position in XLC in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.97M in Q4 2021. 1,201 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Cape Cod Five Cents Savings Bank held 3,256 shares of State Street Communication Services Select Sector SPDR ETF worth $294K as of Q4 2025.
Cape Cod Five Cents Savings Bank left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #164 holding.
Cape Cod Five Cents Savings Bank first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
Cape Cod Five Cents Savings Bank's State Street Communication Services Select Sector SPDR ETF position peaked at $2.97M in Q4 2021.
1,201 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.