Envestnet Portfolio Solutions
XLC icon

Envestnet Portfolio Solutions’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Envestnet Portfolio Solutions’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 		$1.95M Sell
17,626
-3,920
-18% -$454K 0.01% 466
2025
Q4 		$2.54M Sell
21,546
-217
-1% -$25K 0.01% 498
2025
Q3 		$2.58M Sell
21,763
-40,806
-65% -$4.54M 0.01% 473
2025
Q2 		$6.79M Buy
62,569
+19,554
+45% +$1.93M 0.03% 292
2025
Q1 		$4.15M Buy
43,015
+21,657
+101% +$2.16M 0.02% 410
2024
Q4 		$2.07M Sell
21,358
-3,733
-15% -$356K 0.01% 653
2024
Q3 		$2.27M Sell
25,091
-22,149
-47% -$1.91M 0.01% 613
2024
Q2 		$4.05M Sell
47,240
-8,269
-15% -$681K 0.01% 425
2024
Q1 		$4.53M Buy
55,509
+2,060
+4% +$160K 0.02% 404
2023
Q4 		$3.88M Buy
53,449
+10,125
+23% +$697K 0.02% 402
2023
Q3 		$2.84M Buy
+43,324
New +$2.89M 0.01% 445

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