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Select Sector Spdr Tr Communic etfeqty shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Select Sector Spdr Tr Communic etfeqty (XLC) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Select Sector Spdr Tr Communic etfeqty

Tip: Access up to 7 years of quarterly data

All positions including Select Sector Spdr Tr Communic etfeqty held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Select Sector Spdr Tr Communic etfeqty by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $608k 5.1k 118.37
2025-06-30 $454k 4.2k 108.53

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Nike CL B (NKE)

View all positions for Circle Wealth Management

Top funds holding Select Sector Spdr Tr Communic etfeqty

Jpmorgan Chase & Co
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Raymond James Financial
Barclays
Colony
Ameriprise Financial
Churchill Management Corp.
UBS Group
Branch Banking & Trust Company
Janney Montgomery Scott
Main Management ETF Advisors
WestEnd Advisors

View all funds holding Select Sector Spdr Tr Communic etfeqty