KW
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KWB Wealth’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

KWB Wealth’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
-1,864
Closed -$202K – 189
2025
Q3 		$202K Sell
1,864
-2,096
-53% -$233K 0.02% 144
2025
Q2 		$382K Sell
3,960
-2,611
-40% -$257K 0.05% 105
2025
Q1 		$636K Sell
6,571
-1,607
-20% -$160K 0.08% 85
2024
Q4 		$739K Sell
8,178
-2,843
-26% -$271K 0.09% 72
2024
Q3 		$944K Buy
11,021
+254
+2% +$21.9K 0.12% 63
2024
Q2 		$879K Hold
10,767
– – 0.12% 65
2024
Q1 		$879K Buy
10,767
+590
+6% +$46K 0.12% 65
2023
Q4 		$739K Buy
10,177
+907
+10% +$62.4K 0.11% 67
2023
Q3 		$603K Sell
9,270
-589
-6% -$39.3K 0.1% 65
2023
Q2 		$642K Buy
+9,859
New +$600K 0.1% 64

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 22.96% 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

KWB Wealth's XLC Position: Q4 2025 in Review

KWB Wealth sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 1,864 shares — an estimated $202K sold.

KWB Wealth first reported a position in XLC in Q2 2023 and held it in 10 quarters. The position peaked at $944K in Q3 2024. 1,203 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

  • KWB Wealth reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • KWB Wealth sold 1,864 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $202K.
  • KWB Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and held it in 10 quarters.
  • KWB Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $944K in Q3 2024.
  • 1,203 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

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