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CAL
Capital Analysts LLC’s
State Street Communication Services Select Sector SPDR ETF
XLC
Stock Holding History
Capital Analysts LLC’s Portfolio
XLC Stock Details
XLC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$159K
Buy
1,435
+106
+8%
+$12.3K
﹤0.01%
687
2025
Q4
$156K
Buy
1,329
+826
+164%
+$95.1K
﹤0.01%
665
2025
Q3
$59K
Buy
503
+1
+0.2%
+$111
﹤0.01%
849
2025
Q2
$55K
Sell
502
-127
-20%
-$12.5K
﹤0.01%
791
2025
Q1
$61K
Sell
629
-64
-9%
-$6.39K
﹤0.01%
751
2024
Q4
$67K
Sell
693
-109
-14%
-$10.4K
﹤0.01%
697
2024
Q3
$73K
Buy
802
+75
+10%
+$6.47K
﹤0.01%
651
2024
Q2
$62K
Buy
727
+381
+110%
+$31.4K
﹤0.01%
665
2024
Q1
$28K
Sell
346
-450
-57%
-$35K
﹤0.01%
764
2023
Q4
$58K
Buy
796
+273
+52%
+$18.8K
﹤0.01%
627
2023
Q3
$34K
Buy
+523
New
+$34.9K
﹤0.01%
691
2022
Q1
–
Sell
-201
Closed
-$16K
–
1043
2021
Q4
$16K
Buy
+201
New
+$15.9K
﹤0.01%
755
2020
Q4
–
Sell
-106
Closed
-$6K
–
819
2020
Q3
$6K
Buy
+106
New
+$6.28K
﹤0.01%
644
Other funds holding XLC
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T 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
$501B 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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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