FCI
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Financial Counselors Inc’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Financial Counselors Inc’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
-4,857
Closed -$468K – 558
2025
Q1 		$468K Sell
4,857
-45
-0.9% -$4.49K 0.01% 417
2024
Q4 		$475K Sell
4,902
-1,910
-28% -$182K 0.01% 420
2024
Q3 		$616K Buy
6,812
+120
+2% +$10.3K 0.01% 397
2024
Q2 		$573K Buy
6,692
+1,285
+24% +$106K 0.01% 384
2024
Q1 		$442K Buy
5,407
+310
+6% +$24.1K 0.01% 431
2023
Q4 		$370K Buy
5,097
+499
+11% +$34.3K 0.01% 445
2023
Q3 		$301K Sell
4,598
-126
-3% -$8.4K 0.01% 463
2023
Q2 		$307K Buy
4,724
+931
+25% +$56.7K 0.01% 421
2023
Q1 		$220K Buy
+3,793
New +$206K ﹤0.01% 476
2022
Q4 		– Sell
-4,478
Closed -$214K – 514
2022
Q3 		$214K Buy
4,478
+184
+4% +$10.1K 0.01% 449
2022
Q2 		$233K Buy
4,294
+321
+8% +$19.3K 0.01% 460
2022
Q1 		$273K Buy
3,973
+440
+12% +$31K 0.01% 448
2021
Q4 		$274K Buy
3,533
+124
+4% +$9.8K 0.01% 444
2021
Q3 		$273K Hold
3,409
– – 0.01% 467
2021
Q2 		$276K Hold
3,409
– – 0.01% 469
2021
Q1 		$250K Hold
3,409
– – 0.01% 478
2020
Q4 		$230K Hold
3,409
– – 0.01% 489
2020
Q3 		$202K Buy
+3,409
New +$202K 0.01% 473

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 Counselors Inc's XLC Position: Q2 2025 in Review

Financial Counselors Inc sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025, closing a stake of 4,857 shares — an estimated $468K sold.

Financial Counselors Inc first reported a position in XLC in Q3 2020 and held it in 18 quarters. The position peaked at $616K in Q3 2024. 1,114 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

  • Financial Counselors Inc reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 4,857 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $468K.
  • Financial Counselors Inc first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2020 and held it in 18 quarters.
  • Financial Counselors Inc's State Street Communication Services Select Sector SPDR ETF position peaked at $616K in Q3 2024.
  • 1,114 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.