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

Element Wealth’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 Q1	–	Sell	-28	Closed	-$2.71K	–	294
2024 Q4	$2.71K	Hold	28	–	–	﹤0.01%	277
2024 Q3	$2.53K	Hold	28	–	–	﹤0.01%	272
2024 Q2	$2.4K	Hold	28	–	–	﹤0.01%	279
2024 Q1	$2.29K	Hold	28	–	–	﹤0.01%	258
2023 Q4	$2.03K	Hold	28	–	–	﹤0.01%	250
2023 Q3	$1.84K	Hold	28	–	–	﹤0.01%	241
2023 Q2	$1.82K	Buy	+28	New	+$1.71K	﹤0.01%	229

Other funds holding XLC

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Element Wealth's XLC Position: Q1 2025 in Review

Element Wealth sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2025, closing a stake of 28 shares — an estimated $2.71K sold.

Element Wealth first reported a position in XLC in Q2 2023 and held it in 7 quarters. The position peaked at $2.71K in Q4 2024. 1,072 funds tracked by Wall St. Rank hold XLC as of Q1 2025.

Element Wealth reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 28 State Street Communication Services Select Sector SPDR ETF shares in Q1 2025, an estimated $2.71K.
Element Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and held it in 7 quarters.
Element Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $2.71K in Q4 2024.
1,072 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.