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CarsonAllaria Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

CarsonAllaria Wealth Management’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
Q3 		– Sell
-211
Closed -$22.9K – 339
2025
Q2 		$22.9K Hold
211
– – 0.01% 188
2025
Q1 		$20.4K Hold
211
– – 0.01% 195
2024
Q4 		$20.4K Hold
211
– – 0.01% 197
2024
Q3 		$19.1K Buy
+211
New +$18.2K 0.01% 206
2024
Q2 		– Sell
-18
Closed -$1.47K – 425
2024
Q1 		$1.47K Buy
+18
New +$1.4K ﹤0.01% 349

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CarsonAllaria Wealth Management's XLC Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2025, closing a stake of 211 shares — an estimated $22.9K sold.

CarsonAllaria Wealth Management first reported a position in XLC in Q1 2024 and held it in 5 quarters. The position peaked at $22.9K in Q2 2025. 1,139 funds tracked by Wall St. Rank hold XLC as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 211 State Street Communication Services Select Sector SPDR ETF shares in Q3 2025, an estimated $22.9K.
  • CarsonAllaria Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and held it in 5 quarters.
  • CarsonAllaria Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $22.9K in Q2 2025.
  • 1,139 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.