Coldstream Capital Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Coldstream Capital 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 Q4	–	Sell	-1,859	Closed	-$220K	–	1273
2025 Q3	$220K	Sell	1,859 -483	-21%	-$53.7K	﹤0.01%	1100
2025 Q2	$254K	Buy	2,342 +325	+16%	+$32K	﹤0.01%	961
2025 Q1	$195K	Buy	+2,017	New	+$201K	﹤0.01%	1016
2024 Q4	–	Sell	-3,052	Closed	-$276K	–	1118
2024 Q3	$276K	Buy	3,052 +316	+12%	+$27.2K	0.01%	875
2024 Q2	$234K	Sell	2,736 -2,179	-44%	-$180K	0.01%	870
2024 Q1	$401K	Buy	+4,915	New	+$383K	0.01%	643

Other funds holding XLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Coldstream Capital Management's XLC Position: Q4 2025 in Review

Coldstream Capital Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 1,859 shares — an estimated $220K sold.

Coldstream Capital Management first reported a position in XLC in Q1 2024 and held it in 6 quarters. The position peaked at $401K in Q1 2024. 1,201 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Coldstream Capital Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Coldstream Capital Management sold 1,859 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $220K.
Coldstream Capital Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and held it in 6 quarters.
Coldstream Capital Management's State Street Communication Services Select Sector SPDR ETF position peaked at $401K in Q1 2024.
1,201 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Coldstream Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.