XLC — SELECT SECTOR SPDR TR

Ownership history in Advisory Resource Group  ·  19 quarters on record

This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in SELECT SECTOR SPDR TR (XLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.81% (2022 Q2)
Avg. % of fund
0.36%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 12,828 -780 -5.7% 0.27% $1.5M $117.99
2025 Q2 REDUCED 13,608 -3,736 -21.5% 0.28% $1.5M $107.80
2025 Q1 REDUCED 17,344 -50 -0.3% 0.34% $1.7M $95.57
2024 Q4 REDUCED 17,394 -912 -5.0% 0.36% $1.7M $95.65
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLC price (monthly, adj. close)

Other funds also holding XLC

As of 2025 Q4 — sorted by position size

Main Management ETF Advisors, LLC 3Y 7Y 13.11% Main Management Fund Advisors LLC 3Y 9.94% INNEALTA CAPITAL, LLC 3Y 7Y 9.44% IMZ Advisory Inc 8.81% Anfield Capital Management, LLC 3Y 8.58% THEORY FINANCIAL LLC 3Y 8.14% Main Management LLC 3Y 7Y 7.66% Bellwether Advisors, LLC 3Y 7.65% WestEnd Advisors, LLC 3Y 7Y 7.64% Algorithmic Investment Models, LLC 3Y 6.01%
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