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

Heartwood Wealth 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
Q4 		– Sell
-174
Closed -$20.6K – 610
2025
Q3 		$20.6K Buy
+174
New +$19.3K ﹤0.01% 359

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 $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heartwood Wealth Advisors's XLC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 174 shares — an estimated $20.6K sold.

Heartwood Wealth Advisors first reported a position in XLC in Q3 2025 and held it in 1 quarter. The position peaked at $20.6K in Q3 2025. 1,200 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 174 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $20.6K.
  • Heartwood Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $20.6K in Q3 2025.
  • 1,200 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.