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Compton Financial Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Compton Financial Group’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
-63,711
Closed -$7.54M – 67
2025
Q3 		$7.54M Buy
63,711
+1,948
+3% +$217K 1.82% 10
2025
Q2 		$6.7M Buy
61,763
+2,971
+5% +$293K 1.74% 10
2025
Q1 		$5.67M Buy
+58,792
New +$5.87M 1.63% 13

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Compton Financial Group's XLC Position: Q4 2025 in Review

Compton Financial Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 63,711 shares — an estimated $7.54M sold.

Compton Financial Group first reported a position in XLC in Q1 2025 and held it in 3 quarters. The position peaked at $7.54M in Q3 2025. 1,201 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

  • Compton Financial Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Compton Financial Group sold 63,711 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $7.54M.
  • Compton Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and held it in 3 quarters.
  • Compton Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $7.54M in Q3 2025.
  • 1,201 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Compton Financial Group's 13F filing for Q4 2025, filed 5 Feb 2026.