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Fountainhead AM’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Fountainhead AM’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
Q2 		– Sell
-5,251
Closed -$506K – 219
2025
Q1 		$506K Buy
+5,251
New +$524K 0.08% 91

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Fountainhead AM's XLC Position: Q2 2025 in Review

Fountainhead AM sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025, closing a stake of 5,251 shares — an estimated $506K sold.

Fountainhead AM first reported a position in XLC in Q1 2025 and held it in 1 quarter. The position peaked at $506K in Q1 2025. 1,111 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

  • Fountainhead AM reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Fountainhead AM sold 5,251 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $506K.
  • Fountainhead AM first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • Fountainhead AM's State Street Communication Services Select Sector SPDR ETF position peaked at $506K in Q1 2025.
  • 1,111 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Fountainhead AM's 13F filing for Q2 2025, filed 7 Aug 2025.