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Freedom Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Freedom Investment Management’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 		– Sell
-3,363
Closed -$396K – 120
2025
Q4 		$396K Sell
3,363
-8,507
-72% -$979K 0.12% 64
2025
Q3 		$1.41M Sell
11,870
-40,331
-77% -$4.48M 0.37% 34
2025
Q2 		$5.67M Buy
52,201
+6,020
+13% +$593K 0.45% 44
2025
Q1 		$4.45M Buy
46,181
+4,846
+12% +$484K 0.37% 51
2024
Q4 		$4M Sell
41,335
-1,397
-3% -$133K 0.33% 55
2024
Q3 		$3.86M Sell
42,732
-8,980
-17% -$774K 0.31% 56
2024
Q2 		$4.43M Sell
51,712
-10,697
-17% -$881K 0.36% 54
2024
Q1 		$5.1M Sell
62,409
-10,348
-14% -$806K 0.41% 48
2023
Q4 		$5.29M Sell
72,757
-10,362
-12% -$713K 0.43% 43
2023
Q3 		$5.45M Buy
83,119
+49,416
+147% +$3.3M 0.67% 24
2023
Q2 		$2.19M Buy
+33,703
New +$2.05M 0.25% 87
2021
Q4 		– Sell
-33,574
Closed -$2.69M – 918
2021
Q3 		$2.69M Buy
33,574
+20,908
+165% +$1.73M 0.21% 115
2021
Q2 		$1.03M Buy
12,666
+131
+1% +$10.2K 0.08% 321
2021
Q1 		$919K Buy
+12,535
New +$892K 0.07% 329

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 $1.56T 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $666B 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Freedom Investment Management's XLC Position: Q1 2026 in Review

Freedom Investment Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 3,363 shares — an estimated $396K sold.

Freedom Investment Management first reported a position in XLC in Q1 2021 and held it in 14 quarters. The position peaked at $5.67M in Q2 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Freedom Investment Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Freedom Investment Management sold 3,363 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $396K.
  • Freedom Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and held it in 14 quarters.
  • Freedom Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $5.67M in Q2 2025.
  • 1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.