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

Collaborative 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 Q4	–	Sell	-1,812	Closed	-$215K	–	244
2025 Q3	$215K	Sell	1,812 -544	-23%	-$60.5K	0.09%	178
2025 Q2	$256K	Buy	2,356 +126	+6%	+$12.4K	0.11%	153
2025 Q1	$215K	Sell	2,230 -254	-10%	-$25.4K	0.1%	160
2024 Q4	$240K	Sell	2,484 -32	-1%	-$3.05K	0.11%	155
2024 Q3	$227K	Buy	2,516 +136	+6%	+$11.7K	0.1%	155
2024 Q2	$204K	Sell	2,380 -120	-5%	-$9.89K	0.1%	160
2024 Q1	$204K	Sell	2,500 -271	-10%	-$21.1K	0.1%	159
2023 Q4	$201K	Buy	+2,771	New	+$191K	0.11%	159
2022 Q4	–	Sell	-4,270	Closed	-$204K	–	181
2022 Q3	$204K	Sell	4,270 -679	-14%	-$37.4K	0.14%	159
2022 Q2	$269K	Buy	+4,949	New	+$298K	0.18%	149
2021 Q4	$552K	Buy	+7,105	New	+$562K	0.3%	106
2021 Q1	$492K	Buy	+7,157	New	+$509K	0.28%	109

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Collaborative Wealth Management's XLC Position: Q4 2025 in Review

Collaborative Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 1,812 shares — an estimated $215K sold.

Collaborative Wealth Management first reported a position in XLC in Q1 2021 and held it in 12 quarters. The position peaked at $552K in Q4 2021. 1,203 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Collaborative Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Collaborative Wealth Management sold 1,812 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $215K.
Collaborative Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and held it in 12 quarters.
Collaborative Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $552K in Q4 2021.
1,203 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

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