Vantage Financial Partners (Wisconsin)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$204K	Sell	1,736 -8	-0.5%	-$921	0.04%	204
2025 Q3	$206K	Buy	+1,744	New	+$194K	0.04%	202

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

Vantage Financial Partners (Wisconsin)'s XLC Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.46% in Q4 2025, selling an estimated $921 and leaving 1,736 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #204.

Vantage Financial Partners (Wisconsin) first reported a position in XLC in Q3 2025 and has held it in 2 quarters since. The position peaked at $206K in Q3 2025. 1,200 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 1,736 shares of State Street Communication Services Select Sector SPDR ETF worth $204K as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 8 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $921.
State Street Communication Services Select Sector SPDR ETF made up 0.04% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #204 holding.
Vantage Financial Partners (Wisconsin) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and has held it in 2 quarters since.
Vantage Financial Partners (Wisconsin)'s State Street Communication Services Select Sector SPDR ETF position peaked at $206K 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 Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.