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

SMART Wealth’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 Q3	–	Sell	-2,834	Closed	-$308K	–	183
2025 Q2	$308K	Sell	2,834 -26,476	-90%	-$2.61M	0.1%	137
2025 Q1	$2.83M	Buy	29,310 +5,109	+21%	+$510K	1.01%	31
2024 Q4	$2.34M	Buy	24,201 +933	+4%	+$89K	0.83%	34
2024 Q3	$2.1M	Buy	23,268 +2,112	+10%	+$182K	0.82%	36
2024 Q2	$1.81M	Buy	21,156 +2,434	+13%	+$201K	0.73%	38
2024 Q1	$1.53M	Buy	+18,722	New	+$1.46M	0.69%	35

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

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

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

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

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

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

SMART Wealth's XLC Position: Q3 2025 in Review

SMART Wealth sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2025, closing a stake of 2,834 shares — an estimated $308K sold.

SMART Wealth first reported a position in XLC in Q1 2024 and held it in 6 quarters. The position peaked at $2.83M in Q1 2025. 1,138 funds tracked by Wall St. Rank hold XLC as of Q3 2025.

SMART Wealth reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
SMART Wealth sold 2,834 State Street Communication Services Select Sector SPDR ETF shares in Q3 2025, an estimated $308K.
SMART Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and held it in 6 quarters.
SMART Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $2.83M in Q1 2025.
1,138 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2025.

Based on SMART Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.