Focus Partners Advisor Solutions’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Focus Partners Advisor Solutions’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 Q1	$652K	Buy	5,884 +1,430	+32%	+$166K	0.01%	693
2025 Q4	$524K	Sell	4,454 -1,478	-25%	-$170K	0.01%	700
2025 Q3	$699K	Buy	5,932 +1,610	+37%	+$179K	0.01%	644
2025 Q2	$469K	Sell	4,322 -1,659	-28%	-$163K	0.01%	696
2025 Q1	$577K	Sell	5,981 -260	-4%	-$26K	0.01%	546
2024 Q4	$604K	Buy	6,241 +2,738	+78%	+$261K	0.01%	427
2024 Q3	$317K	Buy	3,503 +86	+3%	+$7.42K	0.01%	556
2024 Q2	$293K	Buy	3,417 +246	+8%	+$20.3K	0.01%	493
2024 Q1	$259K	Buy	+3,171	New	+$247K	0.01%	502

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth

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

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

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return