Milestone Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Milestone Asset Management’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	-1,923	Closed	-$209K	–	256
2025 Q2	$209K	Sell	1,923 -5,061	-72%	-$499K	0.04%	195
2025 Q1	$674K	Buy	6,984 +2,013	+40%	+$201K	0.14%	112
2024 Q4	$481K	Buy	+4,971	New	+$474K	0.11%	162
2023 Q3	–	Sell	-3,498	Closed	-$228K	–	91
2023 Q2	$228K	Buy	+3,498	New	+$213K	0.1%	55

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

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

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Milestone Asset Management's XLC Position: Q3 2025 in Review

Milestone Asset Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2025, closing a stake of 1,923 shares — an estimated $209K sold.

Milestone Asset Management first reported a position in XLC in Q2 2023 and held it in 4 quarters. The position peaked at $674K in Q1 2025. 1,136 funds tracked by Wall St. Rank hold XLC as of Q3 2025.

Milestone Asset Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Milestone Asset Management sold 1,923 State Street Communication Services Select Sector SPDR ETF shares in Q3 2025, an estimated $209K.
Milestone Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and held it in 4 quarters.
Milestone Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $674K in Q1 2025.
1,136 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2025.

Based on Milestone Asset Management's 13F filing for Q3 2025, filed 15 Oct 2025.