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

PBMares Wealth 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
Q3 		$236K Buy
+1,992
New +$221K 0.04% 178

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PBMares Wealth Management's XLC Position: Q3 2025 in Review

PBMares Wealth Management opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2025: 1,992 shares worth $236K. The stake represents 0.04% of the portfolio and ranks #178 among its holdings.

1,136 funds tracked by Wall St. Rank hold XLC as of Q3 2025.

  • PBMares Wealth Management held 1,992 shares of State Street Communication Services Select Sector SPDR ETF worth $236K as of Q3 2025.
  • State Street Communication Services Select Sector SPDR ETF was a new PBMares Wealth Management position in Q3 2025.
  • State Street Communication Services Select Sector SPDR ETF made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #178 holding.
  • 1,136 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.