CSWM
XLC icon

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

Cassady Schiller 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
2024
Q4 		$7.55K Hold
78
– – ﹤0.01% 367
2024
Q3 		$7.05K Hold
78
– – ﹤0.01% 334
2024
Q2 		$6.68K Hold
78
– – ﹤0.01% 338
2024
Q1 		$6.37K Buy
+78
New +$6.08K ﹤0.01% 360

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cassady Schiller Wealth Management's XLC Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q4 2024 at 78 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Cassady Schiller Wealth Management first reported a position in XLC in Q1 2024 and has held it in 4 quarters since. 1,053 funds tracked by Wall St. Rank hold XLC as of Q4 2024.

  • Cassady Schiller Wealth Management held 78 shares of State Street Communication Services Select Sector SPDR ETF worth $7.55K as of Q4 2024.
  • Cassady Schiller Wealth Management left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q4 2024.
  • State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #367 holding.
  • Cassady Schiller Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 4 quarters since.
  • 1,053 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.