Focus Partners Wealth
XLC icon

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

Focus Partners Wealth’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 		$539M Sell
4,858,161
-80,133
-2% -$9.28M 0.6% 36
2025
Q4 		$581M Sell
4,938,294
-4,334
-0.1% -$499K 0.66% 32
2025
Q3 		$585M Buy
4,942,628
+4,580,773
+1,266% +$509M 0.94% 25
2025
Q2 		$39.3M Buy
361,855
+118,396
+49% +$11.7M 0.09% 222
2025
Q1 		$23.5M Sell
243,459
-68,827
-22% -$6.87M 0.06% 290
2024
Q4 		$30.2M Buy
312,286
+112,697
+56% +$10.7M 0.08% 240
2024
Q3 		$18M Sell
199,589
-14,792
-7% -$1.28M 0.06% 299
2024
Q2 		$18.4M Buy
214,381
+170,445
+388% +$14M 0.06% 263
2024
Q1 		$3.59M Buy
43,936
+41,065
+1,430% +$3.2M 0.03% 382
2023
Q4 		$209K Buy
+2,871
New +$198K ﹤0.01% 752

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return