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

Congress 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 Q2	$111M	Buy	1,019,877 +17,609	+2%	+$1.73M	1.07%	10
2025 Q1	$96.7M	Sell	1,002,268 -10,676	-1%	-$1.07M	1.16%	8
2024 Q4	$98.1M	Sell	1,012,944 -25,039	-2%	-$2.39M	1.35%	7
2024 Q3	$93.8M	Sell	1,037,983 -11,500	-1%	-$991K	1.25%	9
2024 Q2	$89.9M	Sell	1,049,483 -77,067	-7%	-$6.35M	1.43%	11
2024 Q1	$92M	Sell	1,126,550 -5,912	-0.5%	-$460K	1.59%	9
2023 Q4	$82.3M	Buy	1,132,462 +172,445	+18%	+$11.9M	1.51%	9
2023 Q3	$62.9M	Sell	960,017 -11,460	-1%	-$764K	1.3%	12
2023 Q2	$63.2M	Buy	971,477 +240,833	+33%	+$14.7M	1.47%	11
2023 Q1	$42.4M	Buy	730,644 +239,723	+49%	+$13M	1.02%	20
2022 Q4	$23.6M	Sell	490,921 -12,378	-2%	-$606K	0.61%	37
2022 Q3	$24.1M	Buy	503,299 +1,554	+0.3%	+$85.5K	0.65%	32
2022 Q2	$27.2M	Sell	501,745 -212,226	-30%	-$12.8M	0.7%	26
2022 Q1	$49.1M	Buy	713,971 +7,054	+1%	+$497K	1.07%	21
2021 Q4	$54.9M	Buy	+706,917	New	+$55.9M	1.09%	18

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Congress Wealth Management's XLC Position: Q2 2025 in Review

Congress Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.8% in Q2 2025, buying an estimated $1.73M and bringing the position to 1,019,877 shares worth $111M. The position accounts for 1.07% of the portfolio, ranked #10.

Congress Wealth Management first reported a position in XLC in Q4 2021 and has held it in 15 quarters since. 1,113 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

Congress Wealth Management held 1,019,877 shares of State Street Communication Services Select Sector SPDR ETF worth $111M as of Q2 2025.
Congress Wealth Management bought 17,609 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $1.73M.
State Street Communication Services Select Sector SPDR ETF made up 1.07% of Congress Wealth Management's portfolio in Q2 2025, its #10 holding.
Congress Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
1,113 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.