Strategic Financial Concepts’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Strategic Financial Concepts’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	-64,410	Closed	-$7.62M	–	308
2025 Q3	$7.62M	Buy	64,410 +1,867	+3%	+$208K	1.11%	17
2025 Q2	$6.79M	Buy	+62,543	New	+$6.16M	0.95%	20
2024 Q3	–	Sell	-21,344	Closed	-$7.62K	–	749
2024 Q2	$7.62K	Buy	21,344 +5,069	+31%	+$418K	﹤0.01%	438
2024 Q1	$1.33M	Buy	+16,275	New	+$1.27M	0.32%	72
2023 Q2	–	Sell	-5,442	Closed	-$315K	–	267
2023 Q1	$315K	Buy	+5,442	New	+$296K	0.13%	149

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 $530B AUM 22.01% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Financial Concepts's XLC Position: Q4 2025 in Review

Strategic Financial Concepts sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 64,410 shares — an estimated $7.62M sold.

Strategic Financial Concepts first reported a position in XLC in Q1 2023 and held it in 5 quarters. The position peaked at $7.62M in Q3 2025. 1,200 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Strategic Financial Concepts reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Strategic Financial Concepts sold 64,410 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $7.62M.
Strategic Financial Concepts first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and held it in 5 quarters.
Strategic Financial Concepts's State Street Communication Services Select Sector SPDR ETF position peaked at $7.62M in Q3 2025.
1,200 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.