National Wealth Management Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

National Wealth Management Group’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
2024 Q4	–	Sell	-2,849	Closed	-$258K	–	178
2024 Q3	$258K	Sell	2,849 -140	-5%	-$12.1K	0.17%	123
2024 Q2	$256K	Sell	2,989 -927	-24%	-$76.4K	0.2%	112
2024 Q1	$320K	Sell	3,916 -609	-13%	-$47.4K	0.25%	105
2023 Q4	$329K	Buy	+4,525	New	+$311K	0.32%	96

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

National Wealth Management Group's XLC Position: Q4 2024 in Review

National Wealth Management Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2024, closing a stake of 2,849 shares — an estimated $258K sold.

National Wealth Management Group first reported a position in XLC in Q4 2023 and held it in 4 quarters. The position peaked at $329K in Q4 2023. 1,053 funds tracked by Wall St. Rank hold XLC as of Q4 2024.

National Wealth Management Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
National Wealth Management Group sold 2,849 State Street Communication Services Select Sector SPDR ETF shares in Q4 2024, an estimated $258K.
National Wealth Management Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
National Wealth Management Group's State Street Communication Services Select Sector SPDR ETF position peaked at $329K in Q4 2023.
1,053 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2024.

Based on National Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.