Global Retirement Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Global Retirement Partners’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 Q4	$9.33M	Buy	79,277 +3,453	+5%	+$397K	0.17%	120
2025 Q3	$8.98M	Buy	75,824 +3,806	+5%	+$423K	0.2%	94
2025 Q2	$7.82M	Buy	+72,018	New	+$7.09M	0.19%	102
2024 Q4	$6.03M	Buy	62,250 +1,395	+2%	+$133K	0.17%	114
2024 Q3	$5.5M	Sell	60,855 -2,408	-4%	-$208K	0.17%	126
2024 Q2	$5.42M	Buy	63,263 +4,042	+7%	+$333K	0.17%	121
2024 Q1	$4.84M	Buy	59,221 +5,892	+11%	+$459K	0.18%	119
2023 Q4	$3.91M	Buy	53,329 +22,948	+76%	+$1.58M	0.16%	133
2023 Q3	$2M	Buy	30,381 +4,697	+18%	+$313K	0.1%	189
2023 Q2	$1.67M	Buy	25,684 +2,113	+9%	+$129K	0.08%	224
2023 Q1	$1.38M	Buy	23,571 +14,629	+164%	+$795K	0.07%	248
2022 Q4	$429K	Sell	8,942 -1,929	-18%	-$94.5K	0.03%	398
2022 Q3	$524K	Buy	10,871 +5,807	+115%	+$319K	0.04%	354
2022 Q2	$275K	Sell	5,064 -19,779	-80%	-$1.19M	0.02%	490
2022 Q1	$1.41M	Buy	24,843 +7,041	+40%	+$496K	0.11%	190
2021 Q4	$1.38M	Sell	17,802 -2,895	-14%	-$229K	1.07%	21
2021 Q3	$1.66M	Buy	20,697 +6,135	+42%	+$508K	0.16%	137
2021 Q2	$1.18M	Buy	14,562 +4,269	+41%	+$332K	0.12%	169
2021 Q1	$755K	Buy	10,293 +462	+5%	+$32.9K	0.09%	202
2020 Q4	$663K	Buy	9,831 +325	+3%	+$20.7K	0.08%	202
2020 Q3	$565K	Buy	9,506 +4,136	+77%	+$245K	0.08%	215
2020 Q2	$290K	Buy	5,370 +4,312	+408%	+$221K	0.05%	299
2020 Q1	$47K	Sell	1,058 -4,407	-81%	-$228K	0.01%	584
2019 Q4	$293K	Buy	5,465 +492	+10%	+$25.3K	0.04%	310
2019 Q3	$246K	Sell	4,973 -75	-1%	-$3.75K	0.04%	331
2019 Q2	$248K	Buy	5,048 +326	+7%	+$15.9K	0.05%	307
2019 Q1	$221K	Sell	4,722 -2,416	-34%	-$110K	0.05%	285
2018 Q4	$295K	Buy	+7,138	New	+$320K	0.08%	230

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Retirement Partners's XLC Position: Q4 2025 in Review

Global Retirement Partners increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4.6% in Q4 2025, buying an estimated $397K and bringing the position to 79,277 shares worth $9.33M. The position accounts for 0.17% of the portfolio, ranked #120.

Global Retirement Partners first reported a position in XLC in Q4 2018 and has held it in 28 quarters since. 1,200 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Global Retirement Partners held 79,277 shares of State Street Communication Services Select Sector SPDR ETF worth $9.33M as of Q4 2025.
Global Retirement Partners bought 3,453 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $397K.
State Street Communication Services Select Sector SPDR ETF made up 0.17% of Global Retirement Partners's portfolio in Q4 2025, its #120 holding.
Global Retirement Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 28 quarters since.
1,200 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.