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Financial Advocates Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Financial Advocates Investment 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
2025
Q2 		– Sell
-39,876
Closed -$3.85M – 789
2025
Q1 		$3.85M Buy
39,876
+30,803
+340% +$3.08M 0.27% 80
2024
Q4 		$878K Buy
9,073
+1,946
+27% +$186K 0.05% 328
2024
Q3 		$644K Buy
7,127
+745
+12% +$64.2K 0.04% 399
2024
Q2 		$547K Buy
6,382
+553
+9% +$45.6K 0.03% 414
2024
Q1 		$476K Buy
5,829
+1,559
+37% +$121K 0.03% 463
2023
Q4 		$310K Buy
4,270
+916
+27% +$63K 0.02% 544
2023
Q3 		$220K Sell
3,354
-301
-8% -$20.1K 0.02% 626
2023
Q2 		$238K Buy
+3,655
New +$223K 0.02% 589
2022
Q4 		– Sell
-7,736
Closed -$401K – 883
2022
Q3 		$401K Buy
7,736
+626
+9% +$34.4K 0.03% 470
2022
Q2 		$386K Sell
7,110
-1,573
-18% -$94.7K 0.03% 449
2022
Q1 		$597K Sell
8,683
-1,853
-18% -$131K 0.04% 405
2021
Q4 		$818K Buy
10,536
+2,302
+28% +$182K 0.05% 372
2021
Q3 		$660K Sell
8,234
-114
-1% -$9.44K 0.04% 409
2021
Q2 		$676K Sell
8,348
-113
-1% -$8.8K 0.05% 412
2021
Q1 		$620K Sell
8,461
-8,227
-49% -$585K 0.04% 429
2020
Q4 		$1.13M Buy
16,688
+11,971
+254% +$762K 0.08% 282
2020
Q3 		$280K Sell
4,717
-13,409
-74% -$794K 0.02% 487
2020
Q2 		$1.65M Buy
+18,126
New +$930K 0.16% 161

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Advocates Investment Management's XLC Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025, closing a stake of 39,876 shares — an estimated $3.85M sold.

Financial Advocates Investment Management first reported a position in XLC in Q2 2020 and held it in 18 quarters. The position peaked at $3.85M in Q1 2025. 1,112 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 39,876 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $3.85M.
  • Financial Advocates Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and held it in 18 quarters.
  • Financial Advocates Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $3.85M in Q1 2025.
  • 1,112 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.