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Wealth Enhancement Advisory Services’s
State Street Communication Services Select Sector SPDR ETF
XLC
Stock Holding History
Wealth Enhancement Advisory Services’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
2026
Q1
$6.23M
Sell
55,751
-31,943
-36%
-$3.7M
0.01%
793
2025
Q4
$10.3M
Buy
87,694
+4,786
+6%
+$551K
0.01%
688
2025
Q3
$9.62M
Sell
82,908
-4,428
-5%
-$492K
0.01%
674
2025
Q2
$9.44M
Sell
87,336
-7,669
-8%
-$755K
0.02%
653
2025
Q1
$9.16M
Buy
95,005
+2,153
+2%
+$215K
0.02%
611
2024
Q4
$8.99M
Buy
92,852
+24,048
+35%
+$2.29M
0.02%
594
2024
Q3
$6.22M
Buy
68,804
+809
+1%
+$69.7K
0.01%
663
2024
Q2
$5.82M
Sell
67,995
-46,997
-41%
-$3.87M
0.01%
646
2024
Q1
$9.39M
Sell
114,992
-28,863
-20%
-$2.25M
0.02%
497
2023
Q4
$10.5M
Sell
143,855
-8,479
-6%
-$583K
0.03%
422
2023
Q3
$9.99M
Buy
152,334
+144,065
+1,742%
+$9.61M
0.03%
411
2023
Q2
$538K
Sell
8,269
-5,567
-40%
-$339K
0.01%
341
2023
Q1
$802K
Buy
13,836
+298
+2%
+$16.2K
0.01%
336
2022
Q4
$737K
Buy
13,538
+368
+3%
+$18K
0.01%
248
2022
Q3
$642K
Buy
13,170
+1,850
+16%
+$102K
0.01%
261
2022
Q2
$642K
Buy
11,320
+2,187
+24%
+$132K
0.01%
269
2022
Q1
$650K
Buy
9,133
+116
+1%
+$8.17K
0.01%
260
2021
Q4
$662K
Buy
9,017
+321
+4%
+$25.4K
0.01%
240
2021
Q3
$696K
Buy
8,696
+2,433
+39%
+$201K
0.01%
234
2021
Q2
$510K
Buy
6,263
+569
+10%
+$44.3K
0.01%
232
2021
Q1
$435K
Buy
+5,694
New
+$405K
0.01%
234
Other funds holding XLC
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T 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
$501B 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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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