Elevatus Welath Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Elevatus Welath 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
2026 Q1	$537K	Sell	4,843 -263	-5%	-$30.4K	0.28%	66
2025 Q4	$601K	Buy	5,106 +17	+0.3%	+$1.96K	0.16%	82
2025 Q3	$602K	Buy	5,089 +18	+0.4%	+$2K	0.17%	67
2025 Q2	$550K	Buy	5,071 +1	+0%	+$99	0.18%	61
2025 Q1	$489K	Buy	5,070 +1	+0%	+$100	0.28%	53
2024 Q4	$491K	Buy	5,069 +1	+0%	+$95	0.17%	59
2024 Q3	$458K	Buy	5,068 +489	+11%	+$42.2K	0.15%	58
2024 Q2	$392K	Sell	4,579 -29	-0.6%	-$2.39K	0.15%	71
2024 Q1	$376K	Buy	4,608 +1	+0%	+$78	0.15%	63
2023 Q4	$335K	Buy	4,607 +473	+11%	+$32.5K	0.15%	65
2023 Q3	$271K	Buy	+4,134	New	+$276K	0.25%	50

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 $1.56T 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 $530B 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 $666B 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 $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott

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