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MPWM Advisory Solutions’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

MPWM Advisory Solutions’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
-76
Closed -$8.25K – 546
2025
Q2 		$8.25K Buy
+76
New +$7.49K 0.01% 318

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MPWM Advisory Solutions's XLC Position: Q3 2025 in Review

MPWM Advisory Solutions sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2025, closing a stake of 76 shares — an estimated $8.25K sold.

MPWM Advisory Solutions first reported a position in XLC in Q2 2025 and held it in 1 quarter. The position peaked at $8.25K in Q2 2025. 1,136 funds tracked by Wall St. Rank hold XLC as of Q3 2025.

  • MPWM Advisory Solutions reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 76 State Street Communication Services Select Sector SPDR ETF shares in Q3 2025, an estimated $8.25K.
  • MPWM Advisory Solutions first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
  • MPWM Advisory Solutions's State Street Communication Services Select Sector SPDR ETF position peaked at $8.25K in Q2 2025.
  • 1,136 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2025.

Based on MPWM Advisory Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.