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

First Citizens 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
2026 Q2	$596K	Sell	5,559 -297	-5%	-$33.8K	0.01%	434
2026 Q1	$649K	Buy	5,856 +335	+6%	+$38.8K	0.01%	381
2025 Q4	$650K	Buy	5,521 +550	+11%	+$63.3K	0.01%	383
2025 Q3	$588K	Buy	4,971 +783	+19%	+$87K	0.01%	398
2025 Q2	$455K	Buy	4,188 +580	+16%	+$57.1K	0.01%	451
2025 Q1	$348K	Sell	3,608 -17	-0.5%	-$1.7K	0.01%	357
2024 Q4	$351K	Sell	3,625 -69	-2%	-$6.58K	0.01%	360
2024 Q3	$334K	Sell	3,694 -186	-5%	-$16K	0.01%	362
2024 Q2	$332K	Hold	3,880	–	–	0.01%	361
2024 Q1	$317K	Hold	3,880	–	–	0.01%	366
2023 Q4	$282K	Buy	+3,880	New	+$267K	0.01%	303

Other funds holding XLC

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return