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Prevail Innovative Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Prevail Innovative Wealth Advisors’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
Q2 		– Sell
-5,583
Closed -$538K – 229
2025
Q1 		$538K Sell
5,583
-16
-0.3% -$1.6K 0.14% 142
2024
Q4 		$542K Buy
+5,599
New +$534K 0.16% 121

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Prevail Innovative Wealth Advisors's XLC Position: Q2 2025 in Review

Prevail Innovative Wealth Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025, closing a stake of 5,583 shares — an estimated $538K sold.

Prevail Innovative Wealth Advisors first reported a position in XLC in Q4 2024 and held it in 2 quarters. The position peaked at $542K in Q4 2024. 1,111 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

  • Prevail Innovative Wealth Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 5,583 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $538K.
  • Prevail Innovative Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $542K in Q4 2024.
  • 1,111 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.