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

Triad Wealth Partners’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
-3,156
Closed -$374K – 485
2025
Q3 		$374K Buy
+3,156
New +$351K 0.05% 244
2024
Q3 		– Sell
-236
Closed -$20.2K – 961
2024
Q2 		$20.2K Buy
+236
New +$19.4K 0.01% 344

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Triad Wealth Partners's XLC Position: Q4 2025 in Review

Triad Wealth Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 3,156 shares — an estimated $374K sold.

Triad Wealth Partners first reported a position in XLC in Q2 2024 and held it in 2 quarters. The position peaked at $374K in Q3 2025. 1,201 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

  • Triad Wealth Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 3,156 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $374K.
  • Triad Wealth Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and held it in 2 quarters.
  • Triad Wealth Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $374K in Q3 2025.
  • 1,201 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.