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

Transform 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 Q1	$3.03M	Buy	31,420 +1,896	+6%	+$189K	0.18%	94
2024 Q4	$2.86M	Buy	29,524 +398	+1%	+$37.9K	0.16%	102
2024 Q3	$2.63M	Buy	+29,126	New	+$2.51M	0.17%	91
2022 Q3	–	Sell	-4,238	Closed	-$230K	–	211
2022 Q2	$230K	Sell	4,238 -725	-15%	-$43.7K	0.03%	182
2022 Q1	$341K	Sell	4,963 -2,082	-30%	-$147K	0.04%	192
2021 Q4	$547K	Buy	7,045 +862	+14%	+$68.1K	0.06%	153
2021 Q3	$495K	Buy	6,183 +658	+12%	+$54.5K	0.06%	160
2021 Q2	$447K	Sell	5,525 -784	-12%	-$61K	0.05%	177
2021 Q1	$463K	Sell	6,309 -458	-7%	-$32.6K	0.09%	163
2020 Q4	$457K	Sell	6,767 -58,582	-90%	-$3.73M	0.1%	155
2020 Q3	$3.88M	Buy	65,349 +60,418	+1,225%	+$3.58M	0.63%	54
2020 Q2	$266K	Buy	+4,931	New	+$253K	0.05%	193
2020 Q1	–	Sell	-4,119	Closed	-$221K	–	240
2019 Q4	$221K	Sell	4,119 -125	-3%	-$6.44K	0.04%	213
2019 Q3	$210K	Sell	4,244 -4,897	-54%	-$245K	0.04%	201
2019 Q2	$450K	Buy	+9,141	New	+$444K	0.07%	178
2018 Q4	–	Sell	-84,144	Closed	-$4.12M	–	205
2018 Q3	$4.12M	Buy	+84,144	New	+$4.16M	0.72%	56

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Transform Wealth's XLC Position: Q1 2025 in Review

Transform Wealth increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.4% in Q1 2025, buying an estimated $189K and bringing the position to 31,420 shares worth $3.03M. The position accounts for 0.18% of the portfolio, ranked #94.

Transform Wealth first reported a position in XLC in Q3 2018 and has held it in 16 quarters since. The position peaked at $4.12M in Q3 2018. 1,070 funds tracked by Wall St. Rank hold XLC as of Q1 2025.

Transform Wealth held 31,420 shares of State Street Communication Services Select Sector SPDR ETF worth $3.03M as of Q1 2025.
Transform Wealth bought 1,896 State Street Communication Services Select Sector SPDR ETF shares in Q1 2025, an estimated $189K.
State Street Communication Services Select Sector SPDR ETF made up 0.18% of Transform Wealth's portfolio in Q1 2025, its #94 holding.
Transform Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 16 quarters since.
Transform Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $4.12M in Q3 2018.
1,070 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.