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

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 23k 118.04
2025-06-30 $3.4M 31k 108.53
2025-03-31 $3.0M 31k 95.62
2024-12-31 $2.9M 30k 97.86

More positions owned by Modern Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

Top funds holding Select Sector Spdr Tr Communic etfeqty

Jpmorgan Chase & Co
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Raymond James Financial
Barclays
Colony
Ameriprise Financial
UBS Group
Branch Banking & Trust Company
Janney Montgomery Scott
Main Management ETF Advisors
WestEnd Advisors
Squarepoint Ops
Migdal Insurance & Financial Holdings

View all funds holding Select Sector Spdr Tr Communic etfeqty