Enterprise Bank & Trust’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Enterprise Bank & Trust’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	$482K	Hold	4,440	–	–	0.18%	87
2025 Q1	$428K	Hold	4,440	–	–	0.17%	90
2024 Q4	$430K	Hold	4,440	–	–	0.14%	88
2024 Q3	$401K	Hold	4,440	–	–	0.13%	88
2024 Q2	$380K	Hold	4,440	–	–	0.13%	86
2024 Q1	$363K	Hold	4,440	–	–	0.12%	90
2023 Q4	$323K	Buy	+4,440	New	+$306K	0.11%	93
2022 Q1	–	Sell	-2,845	Closed	-$221K	–	96
2021 Q4	$221K	Hold	2,845	–	–	0.08%	93
2021 Q3	$228K	Hold	2,845	–	–	0.09%	91
2021 Q2	$230K	Hold	2,845	–	–	0.09%	91
2021 Q1	$209K	Sell	2,845 -1,580	-36%	-$112K	0.09%	87
2020 Q4	$299K	Buy	4,425 +320	+8%	+$20.4K	0.13%	77
2020 Q3	$244K	Hold	4,105	–	–	0.11%	81
2020 Q2	$222K	Buy	+4,105	New	+$211K	0.11%	79
2020 Q1	–	Sell	-4,905	Closed	-$263K	–	93
2019 Q4	$263K	Buy	4,905 +800	+19%	+$41.2K	0.12%	81
2019 Q3	$203K	Hold	4,105	–	–	0.1%	84
2019 Q2	$202K	Buy	+4,105	New	+$200K	0.1%	84

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Enterprise Bank & Trust's XLC Position: Q2 2025 in Review

Enterprise Bank & Trust held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2025 at 4,440 shares worth $482K. The position accounts for 0.18% of the portfolio, ranked #87.

Enterprise Bank & Trust first reported a position in XLC in Q2 2019 and has held it in 17 quarters since. 1,112 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

Enterprise Bank & Trust held 4,440 shares of State Street Communication Services Select Sector SPDR ETF worth $482K as of Q2 2025.
Enterprise Bank & Trust left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2025.
State Street Communication Services Select Sector SPDR ETF made up 0.18% of Enterprise Bank & Trust's portfolio in Q2 2025, its #87 holding.
Enterprise Bank & Trust first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and has held it in 17 quarters since.
1,112 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.