Second Half Financial Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Second Half Financial Partners’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	-4,412	Closed	-$522K	–	107
2025 Q3	$522K	Sell	4,412 -26	-0.6%	-$2.89K	0.23%	46
2025 Q2	$482K	Sell	4,438 -1,309	-23%	-$129K	0.23%	44
2025 Q1	$554K	Sell	5,747 -390	-6%	-$38.9K	0.27%	43
2024 Q4	$594K	Buy	6,137 +227	+4%	+$21.6K	0.29%	47
2024 Q3	$534K	Buy	+5,910	New	+$510K	0.28%	55
2024 Q2	–	Sell	-4,277	Closed	-$349K	–	69
2024 Q1	$349K	Buy	+4,277	New	+$333K	0.16%	51

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

Second Half Financial Partners's XLC Position: Q4 2025 in Review

Second Half Financial Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 4,412 shares — an estimated $522K sold.

Second Half Financial Partners first reported a position in XLC in Q1 2024 and held it in 6 quarters. The position peaked at $594K in Q4 2024. 1,203 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Second Half Financial Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Second Half Financial Partners sold 4,412 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $522K.
Second Half Financial Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and held it in 6 quarters.
Second Half Financial Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $594K in Q4 2024.
1,203 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Second Half Financial Partners's 13F filing for Q4 2025, filed 26 Jan 2026.