Obsidian Personal Planning Solutions’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Obsidian Personal Planning 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	$297K	Hold	2,584	–	–	0.1%	79
2025 Q2	$280K	Hold	2,584	–	–	0.11%	78
2025 Q1	$247K	Hold	2,584	–	–	0.11%	85
2024 Q4	$265K	Hold	2,584	–	–	0.13%	73
2024 Q3	$238K	Hold	2,584	–	–	0.12%	80
2024 Q2	$221K	Hold	2,584	–	–	0.14%	90
2024 Q1	$201K	Sell	2,584 -824	-24%	-$64.2K	0.13%	98
2023 Q4	$248K	Hold	3,408	–	–	0.19%	68
2023 Q3	$223K	Sell	3,408 -360	-10%	-$24K	0.19%	67
2023 Q2	$245K	Buy	+3,768	New	+$229K	0.3%	57

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

Obsidian Personal Planning Solutions's XLC Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q3 2025 at 2,584 shares worth $297K. The position accounts for 0.1% of the portfolio, ranked #79.

Obsidian Personal Planning Solutions first reported a position in XLC in Q2 2023 and has held it in 10 quarters since. 1,136 funds tracked by Wall St. Rank hold XLC as of Q3 2025.

Obsidian Personal Planning Solutions held 2,584 shares of State Street Communication Services Select Sector SPDR ETF worth $297K as of Q3 2025.
Obsidian Personal Planning Solutions left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Communication Services Select Sector SPDR ETF made up 0.1% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #79 holding.
Obsidian Personal Planning Solutions first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and has held it in 10 quarters since.
1,136 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.