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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$11.1M Sell
115,286
-3,074
-3% -$307K 1.33% 22
2024
Q4
$11.5M Buy
118,360
+1,315
+1% +$125K 1.35% 22
2024
Q3
$10.6M Sell
117,045
-66,664
-36% -$5.75M 1.25% 21
2024
Q2
$15.7M Buy
183,709
+90,050
+96% +$7.42M 1.99% 12
2024
Q1
$7.65M Sell
93,659
-2,655
-3% -$207K 0.94% 33
2023
Q4
$7M Buy
+96,314
New +$6.63M 0.97% 27

Other funds holding XLC

Spectrum Wealth Counsel's XLC Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.6% in Q1 2025, selling an estimated $307K and leaving 115,286 shares worth $11.1M. The position accounts for 1.33% of the portfolio, ranked #22.

Spectrum Wealth Counsel first reported a position in XLC in Q4 2023 and has held it in 6 quarters since. The position peaked at $15.7M in Q2 2024. 1,070 funds tracked by Wall St. Rank hold XLC as of Q1 2025.

  • Spectrum Wealth Counsel held 115,286 shares of State Street Communication Services Select Sector SPDR ETF worth $11.1M as of Q1 2025.
  • Spectrum Wealth Counsel sold 3,074 State Street Communication Services Select Sector SPDR ETF shares in Q1 2025, an estimated $307K.
  • State Street Communication Services Select Sector SPDR ETF made up 1.33% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #22 holding.
  • Spectrum Wealth Counsel first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's State Street Communication Services Select Sector SPDR ETF position peaked at $15.7M in Q2 2024.
  • 1,070 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.