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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wellington Shields & Co's XLC Position: Q2 2025 in Review

Wellington Shields & Co sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025, closing a stake of 96 shares — an estimated $9.26K sold.

Wellington Shields & Co first reported a position in XLC in Q4 2022 and held it in 10 quarters. The position peaked at $9.29K in Q4 2024. 1,114 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

Wellington Shields & Co reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Wellington Shields & Co sold 96 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $9.26K.
Wellington Shields & Co first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and held it in 10 quarters.
Wellington Shields & Co's State Street Communication Services Select Sector SPDR ETF position peaked at $9.29K in Q4 2024.
1,114 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Wellington Shields & Co's 13F filing for Q2 2025, filed 5 Aug 2025.