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Harmony Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Harmony Asset 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
2025
Q4 		– Sell
-2,120
Closed -$251K – 188
2025
Q3 		$251K Sell
2,120
-250
-11% -$27.8K 0.09% 152
2025
Q2 		$257K Buy
+2,370
New +$233K 0.1% 147

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harmony Asset Management's XLC Position: Q4 2025 in Review

Harmony Asset Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 2,120 shares — an estimated $251K sold.

Harmony Asset Management first reported a position in XLC in Q2 2025 and held it in 2 quarters. The position peaked at $257K in Q2 2025. 1,206 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

  • Harmony Asset Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Harmony Asset Management sold 2,120 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $251K.
  • Harmony Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2025 and held it in 2 quarters.
  • Harmony Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $257K in Q2 2025.
  • 1,206 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Harmony Asset Management's 13F filing for Q4 2025, filed 6 Feb 2026.