Means Investment Company’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Means Investment Company’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	–	Sell	-3,482	Closed	-$337K	–	209
2024 Q4	$337K	Buy	3,482 +9	+0.3%	+$858	0.04%	156
2024 Q3	$314K	Buy	3,473 +10	+0.3%	+$862	0.03%	160
2024 Q2	$297K	Buy	3,463 +1	+0%	+$82	0.04%	157
2024 Q1	$283K	Sell	3,462 -1,088	-24%	-$84.7K	0.04%	164
2023 Q4	$331K	Sell	4,550 -380	-8%	-$26.1K	0.05%	152
2023 Q3	$323K	Sell	4,930 -3,304	-40%	-$220K	0.05%	151
2023 Q2	$536K	Sell	8,234 -569	-6%	-$34.7K	0.08%	117
2023 Q1	$510K	Buy	8,803 +1,919	+28%	+$104K	0.09%	118
2022 Q4	$330K	Buy	+6,884	New	+$337K	0.07%	144

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Means Investment Company's XLC Position: Q1 2025 in Review

Means Investment Company sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2025, closing a stake of 3,482 shares — an estimated $337K sold.

Means Investment Company first reported a position in XLC in Q4 2022 and held it in 9 quarters. The position peaked at $536K in Q2 2023. 1,070 funds tracked by Wall St. Rank hold XLC as of Q1 2025.

Means Investment Company reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Means Investment Company sold 3,482 State Street Communication Services Select Sector SPDR ETF shares in Q1 2025, an estimated $337K.
Means Investment Company first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
Means Investment Company's State Street Communication Services Select Sector SPDR ETF position peaked at $536K in Q2 2023.
1,070 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2025.

Based on Means Investment Company's 13F filing for Q1 2025, filed 21 Apr 2025.