PIM
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Parker Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Parker Investment Management’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 		– Sell
-132,453
Closed -$12.8M – 36
2024
Q4 		$12.8M Buy
132,453
+129,671
+4,661% +$12.4M 2% 12
2024
Q3 		$251K Hold
2,782
– – 0.04% 31
2024
Q2 		$238K Hold
2,782
– – 0.04% 28
2024
Q1 		$227K Buy
+2,782
New +$217K 0.04% 30
2023
Q4 		– Sell
-423,136
Closed -$27.7M – 35
2023
Q3 		$27.7M Buy
+423,136
New +$28.2M 5.99% 8
2018
Q3 		– Sell
-91,178
Closed -$4.52M – 31
2018
Q2 		$4.52M Buy
+91,178
New +$4.54M 1.55% 10

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