RMR Wealth Builders’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

RMR Wealth Builders’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	-3,200	Closed	-$379K	–	298
2025 Q3	$379K	Buy	3,200 +3	+0.1%	+$333	0.03%	206
2025 Q2	$347K	Sell	3,197 -112	-3%	-$11K	0.03%	206
2025 Q1	$319K	Buy	3,309 +771	+30%	+$77K	0.03%	195
2024 Q4	$246K	Sell	2,538 -3	-0.1%	-$286	0.03%	225
2024 Q3	$230K	Sell	2,541 -3,851	-60%	-$332K	0.02%	236
2024 Q2	$548K	Sell	6,392 -1,058	-14%	-$87.2K	0.06%	146
2024 Q1	$608K	Buy	7,450 +1,047	+16%	+$81.5K	0.07%	136
2023 Q4	$465K	Buy	6,403 +2,304	+56%	+$159K	0.07%	148
2023 Q3	$269K	Sell	4,099 -50	-1%	-$3.33K	0.04%	196
2023 Q2	$270K	Buy	+4,149	New	+$253K	0.05%	173

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RMR Wealth Builders's XLC Position: Q4 2025 in Review

RMR Wealth Builders sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 3,200 shares — an estimated $379K sold.

RMR Wealth Builders first reported a position in XLC in Q2 2023 and held it in 10 quarters. The position peaked at $608K in Q1 2024. 1,201 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

RMR Wealth Builders reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
RMR Wealth Builders sold 3,200 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $379K.
RMR Wealth Builders first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and held it in 10 quarters.
RMR Wealth Builders's State Street Communication Services Select Sector SPDR ETF position peaked at $608K in Q1 2024.
1,201 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on RMR Wealth Builders's 13F filing for Q4 2025, filed 29 Jan 2026.