Proquility Private Wealth Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$8.4M Sell
87,085
-7,559
-8% -$755K 2.59% 9
2024
Q4
$9.16M Buy
94,644
+2,553
+3% +$243K 2.95% 7
2024
Q3
$8.33M Buy
92,091
+307
+0.3% +$26.5K 2.67% 9
2024
Q2
$7.86M Buy
91,784
+406
+0.4% +$33.5K 2.68% 9
2024
Q1
$7.46M Sell
91,378
-1,279
-1% -$99.6K 2.56% 10
2023
Q4
$6.73M Sell
92,657
-11,397
-11% -$784K 2.55% 11
2023
Q3
$6.82M Sell
104,054
-2,360
-2% -$157K 2.8% 9
2023
Q2
$6.93M Sell
106,414
-551
-0.5% -$33.6K 2.71% 9
2023
Q1
$6.2M Buy
106,965
+20,181
+23% +$1.1M 2.46% 9
2022
Q4
$4.16M Sell
86,784
-15,460
-15% -$757K 1.71% 15
2022
Q3
$4.9M Buy
102,244
+2,295
+2% +$126K 2.25% 11
2022
Q2
$5.42M Buy
99,949
+5
+0% +$301 2.33% 9
2022
Q1
$5.76M Buy
99,944
+2,515
+3% +$177K 2.41% 9
2021
Q4
$6.9M Sell
97,429
-285
-0.3% -$22.5K 2.43% 11
2021
Q3
$7.83M Sell
97,714
-8,292
-8% -$686K 2.96% 8
2021
Q2
$8.58M Sell
106,006
-31,963
-23% -$2.49M 3.22% 5
2021
Q1
$10.1M Buy
137,969
+2,402
+2% +$171K 4.04% 4
2020
Q4
$9.15M Buy
+135,567
New +$8.63M 4.18% 5

Other funds holding XLC

Proquility Private Wealth Partners's XLC Position: Q1 2025 in Review

Proquility Private Wealth Partners reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 8% in Q1 2025, selling an estimated $755K and leaving 87,085 shares worth $8.4M. The position accounts for 2.59% of the portfolio, ranked #9.

Proquility Private Wealth Partners first reported a position in XLC in Q4 2020 and has held it in 18 quarters since. The position peaked at $10.1M in Q1 2021. 1,070 funds tracked by Wall St. Rank hold XLC as of Q1 2025.

  • Proquility Private Wealth Partners held 87,085 shares of State Street Communication Services Select Sector SPDR ETF worth $8.4M as of Q1 2025.
  • Proquility Private Wealth Partners sold 7,559 State Street Communication Services Select Sector SPDR ETF shares in Q1 2025, an estimated $755K.
  • State Street Communication Services Select Sector SPDR ETF made up 2.59% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #9 holding.
  • Proquility Private Wealth Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
  • Proquility Private Wealth Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $10.1M in Q1 2021.
  • 1,070 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.