D.B. Root & Company’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

D.B. Root & Company’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
2026 Q1	$706K	Sell	6,364 -12,775	-67%	-$1.48M	0.17%	89
2025 Q4	$2.25M	Buy	19,139 +8	+0%	+$921	0.55%	31
2025 Q3	$2.26M	Sell	19,131 -783	-4%	-$87K	0.57%	30
2025 Q2	$2.16M	Sell	19,914 -1,997	-9%	-$197K	0.64%	30
2025 Q1	$2.11M	Buy	21,911 +6,745	+44%	+$674K	0.68%	28
2024 Q4	$1.47M	Buy	15,166 +1	+0%	+$95	0.47%	38
2024 Q3	$1.37M	Sell	15,165 -139	-0.9%	-$12K	0.45%	40
2024 Q2	$1.31M	Buy	15,304 +7,056	+86%	+$581K	0.45%	38
2024 Q1	$674K	Buy	+8,248	New	+$642K	0.23%	96

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 $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return