Kraft Davis & Associates’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Kraft Davis & Associates’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	–	Sell	-15,564	Closed	-$1.67M	–	152
2025 Q2	$1.67M	Buy	15,564 +12,653	+435%	+$1.25M	0.46%	43
2025 Q1	$263K	Buy	2,911 +647	+29%	+$64.6K	0.08%	107
2024 Q4	$234K	Sell	2,264 -23	-1%	-$2.19K	0.07%	124
2024 Q3	$212K	Sell	2,287 -362	-14%	-$31.2K	0.06%	136
2024 Q2	$221K	Sell	2,649 -177	-6%	-$14.6K	0.07%	130
2024 Q1	$231K	Sell	2,826 -243	-8%	-$18.9K	0.07%	124
2023 Q4	$239K	Sell	3,069 -73	-2%	-$5.02K	0.07%	117
2023 Q3	$205K	Buy	3,142 +6	+0.2%	+$400	0.08%	107
2023 Q2	$212K	Buy	+3,136	New	+$191K	0.07%	107

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 $1.47T 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 $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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

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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Focus Partners Wealth

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return