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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return