CMP
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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 		$3 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 		$1 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return