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The Family Firm’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

The Family Firm’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
Q2 		– Sell
-2,783
Closed -$268K – 207
2025
Q1 		$268K Buy
2,783
+9
+0.3% +$899 0.06% 178
2024
Q4 		$269K Sell
2,774
-2
-0.1% -$191 0.06% 175
2024
Q3 		$251K Buy
2,776
+538
+24% +$46.4K 0.05% 185
2024
Q2 		$192K Buy
+2,238
New +$184K 0.04% 203

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

The Family Firm's XLC Position: Q2 2025 in Review

The Family Firm sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025, closing a stake of 2,783 shares — an estimated $268K sold.

The Family Firm first reported a position in XLC in Q2 2024 and held it in 4 quarters. The position peaked at $269K in Q4 2024. 1,112 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

  • The Family Firm reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 2,783 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $268K.
  • The Family Firm first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and held it in 4 quarters.
  • The Family Firm's State Street Communication Services Select Sector SPDR ETF position peaked at $269K in Q4 2024.
  • 1,112 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.