Encompass More Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Encompass More Asset 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 Q2	$4.54M	Buy	42,422 +39,754	+1,490%	+$4.53M	0.67%	36
2026 Q1	$296K	Sell	2,668 -26,935	-91%	-$3.12M	0.05%	192
2025 Q4	$3.48M	Buy	29,603 +7,329	+33%	+$844K	0.65%	35
2025 Q3	$2.64M	Sell	22,274 -4,143	-16%	-$461K	0.51%	50
2025 Q2	$2.87M	Buy	26,417 +18,379	+229%	+$1.81M	0.67%	34
2025 Q1	$775K	Sell	8,038 -105	-1%	-$10.5K	0.23%	90
2024 Q4	$788K	Sell	8,143 -4,532	-36%	-$432K	0.26%	74
2024 Q3	$1.15M	Buy	12,675 +524	+4%	+$45.2K	0.44%	58
2024 Q2	$1.04M	Buy	12,151 +3,253	+37%	+$268K	0.74%	30
2024 Q1	$727K	Sell	8,898 -2,827	-24%	-$220K	0.6%	35
2023 Q4	$852K	Buy	+11,725	New	+$807K	0.96%	29

Other funds holding XLC

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return