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

Financial Services Advisory’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 Q4	–	Sell	-30,258	Closed	-$3.58M	–	74
2025 Q3	$3.58M	Sell	30,258 -1,358	-4%	-$151K	1.38%	19
2025 Q2	$3.43M	Sell	31,616 -1,125	-3%	-$111K	1.66%	16
2025 Q1	$3.16M	Sell	32,741 -2,876	-8%	-$287K	1.19%	19
2024 Q4	$3.45M	Sell	35,617 -1,421	-4%	-$135K	0.81%	27
2024 Q3	$3.35M	Buy	37,038 +9,674	+35%	+$834K	0.81%	27
2024 Q2	$2.34M	Buy	27,364 +12,780	+88%	+$1.05M	0.64%	25
2024 Q1	$1.19M	Buy	+14,584	New	+$1.14M	0.3%	41
2021 Q4	–	Sell	-24,615	Closed	-$1.97M	–	52
2021 Q3	$1.97M	Buy	+24,615	New	+$2.04M	0.67%	23

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Financial Services Advisory's XLC Position: Q4 2025 in Review

Financial Services Advisory sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 30,258 shares — an estimated $3.58M sold.

Financial Services Advisory first reported a position in XLC in Q3 2021 and held it in 8 quarters. The position peaked at $3.58M in Q3 2025. 1,203 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Financial Services Advisory reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Financial Services Advisory sold 30,258 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $3.58M.
Financial Services Advisory first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and held it in 8 quarters.
Financial Services Advisory's State Street Communication Services Select Sector SPDR ETF position peaked at $3.58M in Q3 2025.
1,203 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Financial Services Advisory's 13F filing for Q4 2025, filed 30 Jan 2026.