Coston McIsaac & Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Coston McIsaac & Partners’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	-41	Closed	-$3K	–	848
2025 Q1	$3K	Hold	41	–	–	﹤0.01%	658
2024 Q4	$3K	Hold	41	–	–	﹤0.01%	653
2024 Q3	$3K	Hold	41	–	–	﹤0.01%	668
2024 Q2	$3K	Hold	41	–	–	﹤0.01%	640
2024 Q1	$3K	Hold	41	–	–	﹤0.01%	635
2023 Q4	$2K	Hold	41	–	–	﹤0.01%	660
2023 Q3	$2K	Hold	41	–	–	﹤0.01%	657
2023 Q2	$2K	Hold	41	–	–	﹤0.01%	700
2023 Q1	$2K	Hold	41	–	–	﹤0.01%	725
2022 Q4	$1K	Hold	41	–	–	﹤0.01%	741
2022 Q3	$1K	Hold	41	–	–	﹤0.01%	662
2022 Q2	$2K	Buy	+41	New	+$2.47K	﹤0.01%	441

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

Coston McIsaac & Partners's XLC Position: Q2 2025 in Review

Coston McIsaac & Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025, closing a stake of 41 shares — an estimated $3K sold.

Coston McIsaac & Partners first reported a position in XLC in Q2 2022 and held it in 12 quarters. The position peaked at $3K in Q1 2025. 1,113 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

Coston McIsaac & Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Coston McIsaac & Partners sold 41 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $3K.
Coston McIsaac & Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2022 and held it in 12 quarters.
Coston McIsaac & Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $3K in Q1 2025.
1,113 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Coston McIsaac & Partners's 13F filing for Q2 2025, filed 12 Aug 2025.