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HM Payson & Co’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

HM Payson & Co’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
Q2 		– Sell
-222
Closed -$21.4K – 1058
2025
Q1 		$21.4K Buy
222
+148
+200% +$14.8K ﹤0.01% 780
2024
Q4 		$7.16K Hold
74
– – ﹤0.01% 870
2024
Q3 		$6.69K Hold
74
– – ﹤0.01% 873
2024
Q2 		$6.34K Buy
+74
New +$6.1K ﹤0.01% 876
2022
Q3 		– Sell
-605
Closed -$33K – 1095
2022
Q2 		$33K Buy
+605
New +$36.4K ﹤0.01% 644
2020
Q2 		– Sell
-120
Closed -$5K – 944
2020
Q1 		$5K Hold
120
– – ﹤0.01% 814
2019
Q4 		$6K Buy
+120
New +$6.18K ﹤0.01% 853

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return