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

Waterway Wealth 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 Q1	–	Sell	-7,879	Closed	-$763K	–	88
2024 Q4	$763K	Sell	7,879 -213	-3%	-$20.3K	0.34%	29
2024 Q3	$731K	Sell	8,092 -1,573	-16%	-$136K	0.31%	32
2024 Q2	$828K	Buy	9,665 +472	+5%	+$38.9K	0.41%	23
2024 Q1	$751K	Buy	9,193 +1,195	+15%	+$93.1K	0.33%	21
2023 Q4	$581K	Buy	+7,998	New	+$550K	0.24%	27

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waterway Wealth Management's XLC Position: Q1 2025 in Review

Waterway Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2025, closing a stake of 7,879 shares — an estimated $763K sold.

Waterway Wealth Management first reported a position in XLC in Q4 2023 and held it in 5 quarters. The position peaked at $828K in Q2 2024. 1,072 funds tracked by Wall St. Rank hold XLC as of Q1 2025.

Waterway Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Waterway Wealth Management sold 7,879 State Street Communication Services Select Sector SPDR ETF shares in Q1 2025, an estimated $763K.
Waterway Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and held it in 5 quarters.
Waterway Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $828K in Q2 2024.
1,072 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2025.

Based on Waterway Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.