Guerra Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Guerra Advisors’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 Q3	$8.1M	Buy	68,463 +3,660	+6%	+$407K	2.99%	7
2025 Q2	$7.03M	Sell	64,803 -37,365	-37%	-$3.68M	3.32%	10
2025 Q1	$9.85M	Sell	102,168 -6,323	-6%	-$631K	5.51%	5
2024 Q4	$10.5M	Buy	+108,491	New	+$10.3M	5.82%	5

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

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

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

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

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

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

Guerra Advisors's XLC Position: Q3 2025 in Review

Guerra Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 5.6% in Q3 2025, buying an estimated $407K and bringing the position to 68,463 shares worth $8.1M. The position accounts for 2.99% of the portfolio, ranked #7.

Guerra Advisors first reported a position in XLC in Q4 2024 and has held it in 4 quarters since. The position peaked at $10.5M in Q4 2024. 1,137 funds tracked by Wall St. Rank hold XLC as of Q3 2025.

Guerra Advisors held 68,463 shares of State Street Communication Services Select Sector SPDR ETF worth $8.1M as of Q3 2025.
Guerra Advisors bought 3,660 State Street Communication Services Select Sector SPDR ETF shares in Q3 2025, an estimated $407K.
State Street Communication Services Select Sector SPDR ETF made up 2.99% of Guerra Advisors's portfolio in Q3 2025, its #7 holding.
Guerra Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
Guerra Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $10.5M in Q4 2024.
1,137 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.