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

WealthShield 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
2026 Q1	$2.99K	Buy	27 +12	+80%	+$1.39K	﹤0.01%	574
2025 Q4	$1.77K	Sell	15 -4	-21%	-$460	﹤0.01%	553
2025 Q3	$2.25K	Sell	19 -9	-32%	-$1K	﹤0.01%	549
2025 Q2	$3.04K	Buy	+28	New	+$2.76K	﹤0.01%	527
2024 Q2	–	Sell	-49	Closed	-$4K	–	491
2024 Q1	$4K	Buy	+49	New	+$3.82K	﹤0.01%	447
2023 Q3	–	Sell	-20	Closed	-$1.3K	–	508
2023 Q2	$1.3K	Buy	+20	New	+$1.22K	﹤0.01%	477
2020 Q4	–	Sell	-1,040	Closed	-$62K	–	426
2020 Q3	$62K	Buy	1,040 +393	+61%	+$23.3K	0.02%	293
2020 Q2	$35K	Buy	+647	New	+$33.2K	0.02%	263

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 $1.47T 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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return