FineMark National Bank & Trust’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

FineMark National Bank & Trust’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	$679K	Buy	5,764 +1,964	+52%	+$226K	0.02%	269
2025 Q3	$450K	Buy	3,800 +47	+1%	+$5.22K	0.01%	328
2025 Q2	$407K	Buy	3,753 +1,533	+69%	+$151K	0.01%	328
2025 Q1	$214K	Buy	+2,220	New	+$222K	0.01%	408
2022 Q3	–	Sell	-8,128	Closed	-$441K	–	414
2022 Q2	$441K	Sell	8,128 -135	-2%	-$8.13K	0.02%	285
2022 Q1	$568K	Buy	8,263 +131	+2%	+$9.23K	0.02%	267
2021 Q4	$632K	Buy	+8,132	New	+$643K	0.02%	274

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 22.9% 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

FineMark National Bank & Trust's XLC Position: Q4 2025 in Review

FineMark National Bank & Trust increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 52% in Q4 2025, buying an estimated $226K and bringing the position to 5,764 shares worth $679K. The position accounts for 0.02% of the portfolio, ranked #269.

FineMark National Bank & Trust first reported a position in XLC in Q4 2021 and has held it in 7 quarters since. 1,206 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

FineMark National Bank & Trust held 5,764 shares of State Street Communication Services Select Sector SPDR ETF worth $679K as of Q4 2025.
FineMark National Bank & Trust bought 1,964 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $226K.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #269 holding.
FineMark National Bank & Trust first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 7 quarters since.
1,206 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.