Fairfield Financial Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Fairfield Financial Advisors’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	-52	Closed	-$5.04K	–	208
2024 Q4	$5.04K	Hold	52	–	–	﹤0.01%	225
2024 Q3	$4.7K	Hold	52	–	–	﹤0.01%	249
2024 Q2	$4.43K	Buy	+52	New	+$4.29K	﹤0.01%	245
2023 Q4	$3.74K	Buy	52 +1	+2%	+$69	﹤0.01%	279
2023 Q3	$3.37K	Hold	51	–	–	﹤0.01%	271
2023 Q2	$3.34K	Hold	51	–	–	﹤0.01%	285
2023 Q1	$2.91K	Hold	51	–	–	﹤0.01%	287
2022 Q4	$2.46K	Sell	51 -51	-50%	-$2.5K	﹤0.01%	273
2022 Q3	$4.88K	Hold	102	–	–	﹤0.01%	257
2022 Q2	$5.51K	Buy	102 +1	+1%	+$60	﹤0.01%	239
2022 Q1	$6.97K	Buy	+101	New	+$7.12K	﹤0.01%	243

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fairfield Financial Advisors's XLC Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2025, closing a stake of 52 shares — an estimated $5.04K sold.

Fairfield Financial Advisors first reported a position in XLC in Q1 2022 and held it in 11 quarters. The position peaked at $6.97K in Q1 2022. 1,073 funds tracked by Wall St. Rank hold XLC as of Q1 2025.

Fairfield Financial Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 52 State Street Communication Services Select Sector SPDR ETF shares in Q1 2025, an estimated $5.04K.
Fairfield Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $6.97K in Q1 2022.
1,073 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.