Pacific Center for Financial Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Pacific Center for Financial Services’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
2026 Q1	$20K	Hold	180	–	–	0.01%	271
2025 Q4	$21.3K	Hold	180	–	–	0.01%	264
2025 Q3	$21.3K	Hold	180	–	–	0.01%	264
2025 Q2	$19.5K	Hold	180	–	–	0.01%	256
2025 Q1	$17.4K	Hold	180	–	–	﹤0.01%	264
2024 Q4	$17.4K	Hold	180	–	–	﹤0.01%	267
2024 Q3	$16.3K	Hold	180	–	–	﹤0.01%	269
2024 Q2	$15.4K	Hold	180	–	–	﹤0.01%	261
2024 Q1	$14.7K	Buy	+180	New	+$14K	﹤0.01%	272

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 $1.47T 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 $501B AUM 22.01% 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return