WSC
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Wellington Shields & Co’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Wellington Shields & Co’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
Q2 		– Sell
-96
Closed -$9.26K – 327
2025
Q1 		$9.26K Hold
96
– – ﹤0.01% 297
2024
Q4 		$9.29K Hold
96
– – ﹤0.01% 289
2024
Q3 		$8.68K Hold
96
– – ﹤0.01% 305
2024
Q2 		$8.22K Hold
96
– – ﹤0.01% 299
2024
Q1 		$7.84K Hold
96
– – ﹤0.01% 300
2023
Q4 		$6.97K Hold
96
– – ﹤0.01% 289
2023
Q3 		$6.29K Hold
96
– – ﹤0.01% 284
2023
Q2 		$6.25K Hold
96
– – ﹤0.01% 287
2023
Q1 		$5.57K Hold
96
– – ﹤0.01% 295
2022
Q4 		$4.61K Buy
+96
New +$4.7K ﹤0.01% 288

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return