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Rothschild Investment LLC’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Rothschild Investment LLC’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
-41
Closed -$4.85K – 3509
2025
Q3 		$4.85K Buy
+41
New +$4.56K ﹤0.01% 1721

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 $1.81T AUM 41.13% 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 $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rothschild Investment LLC's XLC Position: Q4 2025 in Review

Rothschild Investment LLC sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 41 shares — an estimated $4.85K sold.

Rothschild Investment LLC first reported a position in XLC in Q3 2025 and held it in 1 quarter. The position peaked at $4.85K in Q3 2025. 1,201 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

  • Rothschild Investment LLC reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 41 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $4.85K.
  • Rothschild Investment LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • Rothschild Investment LLC's State Street Communication Services Select Sector SPDR ETF position peaked at $4.85K in Q3 2025.
  • 1,201 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Rothschild Investment LLC's 13F filing for Q4 2025, filed 10 Feb 2026.