MW
XLC icon

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

Marcum 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
Q1 		$773K Sell
8,019
-575
-7% -$57.4K 0.07% 140
2024
Q4 		$832K Sell
8,594
-167
-2% -$15.9K 0.07% 132
2024
Q3 		$792K Sell
8,761
-3,884
-31% -$335K 0.07% 136
2024
Q2 		$1.08M Sell
12,645
-844
-6% -$69.5K 0.11% 95
2024
Q1 		$1.1M Sell
13,489
-549
-4% -$42.8K 0.11% 94
2023
Q4 		$1.02M Buy
14,038
+1,352
+11% +$93K 0.11% 95
2023
Q3 		$832K Sell
12,686
-135
-1% -$9.01K 0.1% 104
2023
Q2 		$834K Sell
12,821
-3,603
-22% -$219K 0.1% 109
2023
Q1 		$952K Buy
16,424
+119
+0.7% +$6.46K 0.12% 96
2022
Q4 		$782K Sell
16,305
-582
-3% -$28.5K 0.1% 116
2022
Q3 		$809K Sell
16,887
-5,782
-26% -$318K 0.12% 99
2022
Q2 		$1.23M Buy
22,669
+7,085
+45% +$427K 0.18% 69
2022
Q1 		$1.07M Sell
15,584
-1,183
-7% -$83.4K 0.15% 91
2021
Q4 		$1.3M Buy
16,767
+2,645
+19% +$209K 0.18% 81
2021
Q3 		$1.13M Buy
14,122
+998
+8% +$82.6K 0.18% 83
2021
Q2 		$1.06M Sell
13,124
-145
-1% -$11.3K 0.17% 82
2021
Q1 		$973K Buy
+13,269
New +$944K 0.16% 92

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marcum Wealth's XLC Position: Q1 2025 in Review

Marcum Wealth reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.7% in Q1 2025, selling an estimated $57.4K and leaving 8,019 shares worth $773K. The position accounts for 0.07% of the portfolio, ranked #140.

Marcum Wealth first reported a position in XLC in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.3M in Q4 2021. 1,071 funds tracked by Wall St. Rank hold XLC as of Q1 2025.

  • Marcum Wealth held 8,019 shares of State Street Communication Services Select Sector SPDR ETF worth $773K as of Q1 2025.
  • Marcum Wealth sold 575 State Street Communication Services Select Sector SPDR ETF shares in Q1 2025, an estimated $57.4K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.07% of Marcum Wealth's portfolio in Q1 2025, its #140 holding.
  • Marcum Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $1.3M in Q4 2021.
  • 1,071 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.