Client First Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Client First Investment 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 Q2	–	Sell	-5,216	Closed	-$503K	–	33
2025 Q1	$503K	Buy	+5,216	New	+$521K	0.34%	12

Other funds holding XLC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Client First Investment Management's XLC Position: Q2 2025 in Review

Client First Investment Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025, closing a stake of 5,216 shares — an estimated $503K sold.

Client First Investment Management first reported a position in XLC in Q1 2025 and held it in 1 quarter. The position peaked at $503K in Q1 2025. 1,111 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

Client First Investment Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Client First Investment Management sold 5,216 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $503K.
Client First Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
Client First Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $503K in Q1 2025.
1,111 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Client First Investment Management's 13F filing for Q2 2025, filed 9 Jul 2025.