MassMutual Private Wealth & Trust’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

MassMutual Private Wealth & Trust’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
2026 Q2	$459K	Buy	4,282 +847	+25%	+$96.5K	0.01%	319
2026 Q1	$381K	Buy	3,435 +2,500	+267%	+$289K	0.01%	339
2025 Q4	$110K	Buy	935 +777	+492%	+$89.4K	﹤0.01%	576
2025 Q3	$18.7K	Hold	158	–	–	﹤0.01%	1142
2025 Q2	$17.1K	Buy	158 +137	+652%	+$13.5K	﹤0.01%	1162
2025 Q1	$2.02K	Hold	21	–	–	﹤0.01%	1911
2024 Q4	$2.03K	Hold	21	–	–	﹤0.01%	1835
2024 Q3	$1.9K	Buy	+21	New	+$1.81K	﹤0.01%	1674
2024 Q1	–	Sell	-700	Closed	-$50.9K	–	2144
2023 Q4	$50.9K	Buy	+700	New	+$48.2K	﹤0.01%	601
2023 Q3	–	Sell	-116	Closed	-$7.55K	–	2068
2023 Q2	$7.55K	Buy	+116	New	+$7.07K	﹤0.01%	1063

Other funds holding XLC

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return