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Mowery & Schoenfeld Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Mowery & Schoenfeld Wealth 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
Q2 		– Sell
-109
Closed -$10.5K – 466
2025
Q1 		$10.5K Buy
+109
New +$10.9K 0.02% 265

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's XLC Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025, closing a stake of 109 shares — an estimated $10.5K sold.

Mowery & Schoenfeld Wealth Management first reported a position in XLC in Q1 2025 and held it in 1 quarter. The position peaked at $10.5K in Q1 2025. 1,111 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 109 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $10.5K.
  • Mowery & Schoenfeld Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $10.5K in Q1 2025.
  • 1,111 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.