SC&H Financial Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

SC&H Financial 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
2026 Q1	$317K	Hold	2,855	–	–	0.05%	120
2025 Q4	$336K	Buy	2,855 +215	+8%	+$24.7K	0.05%	113
2025 Q3	$312K	Hold	2,640	–	–	0.05%	115
2025 Q2	$287K	Hold	2,640	–	–	0.05%	121
2025 Q1	$255K	Hold	2,640	–	–	0.05%	129
2024 Q4	$256K	Hold	2,640	–	–	0.05%	127
2024 Q3	$239K	Hold	2,640	–	–	0.05%	137
2024 Q2	$226K	Hold	2,640	–	–	0.06%	132
2024 Q1	$216K	Buy	+2,640	New	+$206K	0.06%	136
2022 Q2	–	Sell	-5,050	Closed	-$347K	–	160
2022 Q1	$347K	Hold	5,050	–	–	0.17%	113
2021 Q4	$392K	Buy	+5,050	New	+$399K	0.22%	109

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 $1.47T 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 $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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

Raymond James Financial

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return