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Orion Portfolio Solutions’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Orion Portfolio 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
Q1 		$1.68M Sell
17,415
-2,963
-15% -$296K 0.02% 803
2024
Q4 		$1.97M Sell
20,378
-3,483
-15% -$332K 0.02% 708
2024
Q3 		$2.16M Sell
23,861
-24,896
-51% -$2.15M 0.02% 654
2024
Q2 		$4.18M Sell
48,757
-74,666
-60% -$6.15M 0.04% 360
2024
Q1 		$10.1M Buy
123,423
+6,651
+6% +$518K 0.11% 197
2023
Q4 		$8.54M Sell
116,772
-47,010
-29% -$3.23M 0.1% 200
2023
Q3 		$10.7M Buy
163,782
+17,358
+12% +$1.16M 0.13% 157
2023
Q2 		$9.53M Buy
+146,424
New +$8.92M 0.1% 195
2021
Q4 		– Sell
-2,646
Closed -$212K – 721
2021
Q3 		$212K Buy
+2,646
New +$219K 0.01% 616
2020
Q3 		– Sell
-345
Closed -$19K – 2083
2020
Q2 		$19K Sell
345
-488
-59% -$25.1K ﹤0.01% 978
2020
Q1 		$37K Buy
833
+303
+57% +$15.7K ﹤0.01% 664
2019
Q4 		$28K Buy
+530
New +$27.3K ﹤0.01% 693

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's XLC Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 15% in Q1 2025, selling an estimated $296K and leaving 17,415 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #803.

Orion Portfolio Solutions first reported a position in XLC in Q4 2019 and has held it in 12 quarters since. The position peaked at $10.7M in Q3 2023. 1,071 funds tracked by Wall St. Rank hold XLC as of Q1 2025.

  • Orion Portfolio Solutions held 17,415 shares of State Street Communication Services Select Sector SPDR ETF worth $1.68M as of Q1 2025.
  • Orion Portfolio Solutions sold 2,963 State Street Communication Services Select Sector SPDR ETF shares in Q1 2025, an estimated $296K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #803 holding.
  • Orion Portfolio Solutions first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 12 quarters since.
  • Orion Portfolio Solutions's State Street Communication Services Select Sector SPDR ETF position peaked at $10.7M in Q3 2023.
  • 1,071 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.