Westwood Holdings Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Westwood Holdings Group’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 Q4	–	Sell	-101,463	Closed	-$12M	–	522
2025 Q3	$12M	Buy	+101,463	New	+$11.3M	0.09%	227
2025 Q2	–	Sell	-190,113	Closed	-$18.3M	–	521
2025 Q1	$18.3M	Sell	190,113 -4,588	-2%	-$458K	0.14%	172
2024 Q4	$18.8M	Sell	194,701 -2,482	-1%	-$237K	0.15%	180
2024 Q3	$17.8M	Buy	197,183 +54,297	+38%	+$4.68M	0.08%	219
2024 Q2	$12.2M	Buy	+142,886	New	+$11.8M	0.06%	230

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 $530B 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Westwood Holdings Group's XLC Position: Q4 2025 in Review

Westwood Holdings Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 101,463 shares — an estimated $12M sold.

Westwood Holdings Group first reported a position in XLC in Q2 2024 and held it in 5 quarters. The position peaked at $18.8M in Q4 2024. 1,200 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Westwood Holdings Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Westwood Holdings Group sold 101,463 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $12M.
Westwood Holdings Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and held it in 5 quarters.
Westwood Holdings Group's State Street Communication Services Select Sector SPDR ETF position peaked at $18.8M in Q4 2024.
1,200 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Westwood Holdings Group's 13F filing for Q4 2025, filed 17 Feb 2026.