Rise Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Rise 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 Q4	–	Sell	-9	Closed	-$1.08K	–	1454
2025 Q3	$1.08K	Sell	9 -26	-74%	-$2.89K	﹤0.01%	1271
2025 Q2	$3.81K	Buy	35 +26	+289%	+$2.56K	﹤0.01%	1167
2025 Q1	$873	Hold	9	–	–	﹤0.01%	1302
2024 Q4	$874	Buy	+9	New	+$858	﹤0.01%	1089
2024 Q2	–	Sell	-103	Closed	-$8.45K	–	1280
2024 Q1	$8.45K	Hold	103	–	–	﹤0.01%	1060
2023 Q4	$7.5K	Hold	103	–	–	0.01%	346
2023 Q3	$6.75K	Hold	103	–	–	0.01%	348
2023 Q2	$6.68K	Hold	103	–	–	0.01%	392
2023 Q1	$5.95K	Buy	103 +1	+1%	+$54	﹤0.01%	429
2022 Q4	$4.91K	Hold	102	–	–	﹤0.01%	446
2022 Q3	$5K	Hold	102	–	–	﹤0.01%	448
2022 Q2	$6K	Hold	102	–	–	0.01%	427
2022 Q1	$7K	Buy	102 +1	+1%	+$70	0.01%	380
2021 Q4	$7.87K	Buy	+101	New	+$7.99K	0.01%	350

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rise Advisors's XLC Position: Q4 2025 in Review

Rise Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 9 shares — an estimated $1.08K sold.

Rise Advisors first reported a position in XLC in Q4 2021 and held it in 14 quarters. The position peaked at $8.45K in Q1 2024. 1,203 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Rise Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 9 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $1.08K.
Rise Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and held it in 14 quarters.
Rise Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $8.45K in Q1 2024.
1,203 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.