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Essential Planning’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Essential Planning’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
-19,500
Closed -$1.86M – 306
2024
Q4 		$1.86M Buy
+19,500
New +$1.86M 0.01% 198

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essential Planning's XLC Position: Q1 2025 in Review

Essential Planning sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2025, closing a stake of 19,500 shares — an estimated $1.86M sold.

Essential Planning first reported a position in XLC in Q4 2024 and held it in 1 quarter. The position peaked at $1.86M in Q4 2024. 1,070 funds tracked by Wall St. Rank hold XLC as of Q1 2025.

  • Essential Planning reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 19,500 State Street Communication Services Select Sector SPDR ETF shares in Q1 2025, an estimated $1.86M.
  • Essential Planning first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's State Street Communication Services Select Sector SPDR ETF position peaked at $1.86M in Q4 2024.
  • 1,070 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.