Tortoise Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Tortoise Investment Management’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	-974	Closed	-$115K	–	1487
2025 Q3	$115K	Buy	974 +174	+22%	+$19.3K	0.01%	287
2025 Q2	$86.8K	Sell	800 -375	-32%	-$36.9K	0.01%	311
2025 Q1	$113K	Buy	1,175 +375	+47%	+$37.5K	0.01%	267
2024 Q4	$77.4K	Hold	800	–	–	0.01%	343
2024 Q3	$72.3K	Hold	800	–	–	0.01%	353
2024 Q2	$68.5K	Sell	800 -674	-46%	-$55.5K	0.01%	345
2024 Q1	$120K	Buy	+1,474	New	+$115K	0.01%	274

Other funds holding XLC

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

JP Morgan Chase New York $1.81T 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 $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $416B AUM 33.63% 1-Year Est. Return

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

Tortoise Investment Management's XLC Position: Q4 2025 in Review

Tortoise Investment Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 974 shares — an estimated $115K sold.

Tortoise Investment Management first reported a position in XLC in Q1 2024 and held it in 7 quarters. The position peaked at $120K in Q1 2024. 1,201 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Tortoise Investment Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 974 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $115K.
Tortoise Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and held it in 7 quarters.
Tortoise Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $120K in Q1 2024.
1,201 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.