Castleview Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Castleview Partners’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	-316	Closed	-$30.7K	–	582
2024 Q4	$30.7K	Hold	316	–	–	0.02%	418
2024 Q3	$28.6K	Sell	316 -10	-3%	-$862	0.02%	400
2024 Q2	$27.9K	Sell	326 -31	-9%	-$2.55K	0.02%	399
2024 Q1	$29.2K	Hold	357	–	–	0.02%	418
2023 Q4	$25.9K	Buy	+357	New	+$24.6K	0.02%	399
2021 Q2	$169K	Buy	+2,086	New	+$162K	0.07%	228

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

Castleview Partners's XLC Position: Q1 2025 in Review

Castleview Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2025, closing a stake of 316 shares — an estimated $30.7K sold.

Castleview Partners first reported a position in XLC in Q2 2021 and held it in 6 quarters. The position peaked at $169K in Q2 2021. 1,072 funds tracked by Wall St. Rank hold XLC as of Q1 2025.

Castleview Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 316 State Street Communication Services Select Sector SPDR ETF shares in Q1 2025, an estimated $30.7K.
Castleview Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and held it in 6 quarters.
Castleview Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $169K in Q2 2021.
1,072 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.