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

WorthPointe’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	-10,595	Closed	-$1.02M	–	105
2025 Q1	$1.02M	Buy	+10,595	New	+$1.06M	0.46%	31
2024 Q4	–	Sell	-10,392	Closed	-$939K	–	100
2024 Q3	$939K	Buy	+10,392	New	+$896K	0.4%	32
2024 Q1	–	Sell	-12,260	Closed	-$891K	–	88
2023 Q4	$891K	Sell	12,260 -2,146	-15%	-$148K	0.45%	31
2023 Q3	$945K	Sell	14,406 -30	-0.2%	-$2K	0.56%	23
2023 Q2	$939K	Buy	+14,436	New	+$879K	0.57%	24

Other funds holding XLC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

WorthPointe's XLC Position: Q2 2025 in Review

WorthPointe sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025, closing a stake of 10,595 shares — an estimated $1.02M sold.

WorthPointe first reported a position in XLC in Q2 2023 and held it in 5 quarters. The position peaked at $1.02M in Q1 2025. 1,111 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

WorthPointe reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
WorthPointe sold 10,595 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $1.02M.
WorthPointe first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and held it in 5 quarters.
WorthPointe's State Street Communication Services Select Sector SPDR ETF position peaked at $1.02M in Q1 2025.
1,111 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on WorthPointe's 13F filing for Q2 2025, filed 5 Aug 2025.