XLC SELECT SECTOR SPDR TRUST COMMUNICATION ETF

Ownership history in Darwin Wealth Management, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Darwin Wealth Management, LLC reported a position in SELECT SECTOR SPDR TRUST COMMUNICATION ETF (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
2.41% (2024 Q2)
Avg. % of fund
0.9%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 48,379 -103 -0.2% 1.77% $5.7M $117.72
2025 Q3 ADDED 48,482 +1,656 +3.5% 1.82% $5.7M $117.99
2025 Q2 REDUCED 46,826 -6,324 -11.9% 1.52% $4.5M $107.80
2024 Q3 REDUCED 53,150 -3,554 -6.3% 1.32% $4.8M $89.08
2024 Q2 REDUCED 56,704 -11,814 -17.2% 2.41% $4.9M $84.16
2024 Q1 REDUCED 68,518 -3,095 -4.3% 1.56% $5.6M $80.01
2023 Q4 ADDED 71,613 +39,432 +122.5% 1.40% $5.2M $71.00
2023 Q3 REDUCED 32,181 -983 -3.0% 0.57% $2.1M $63.92
2023 Q2 ADDED 33,164 +5,992 +22.1% 0.56% $2.2M $63.28
2023 Q1 ADDED 27,172 +8,867 +48.4% 0.43% $1.6M $56.28
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% of Fund (quarterly)    XLC price (monthly, adj. close)
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