XLC β€” SELECT SECTOR SPDR TRUST COMMUNICATION ETF

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

AI Ownership Summary

Darwin Wealth Management, LLC reported SELECT SECTOR SPDR TRUST COMMUNICATION ETF (XLC) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.41% in 2024 Q2. The latest visible filing shows XLC at 1.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Darwin Wealth Management, LLC's position in SELECT SECTOR SPDR TRUST COMMUNICATION ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XLC was reported at 1.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.41% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Darwin Wealth Management, LLC held XLC β€” position size vs. price
% of Fund (quarterly)    XLC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 48,379 -103 -0.2% 1.77% $5.7M 2026-02-14 (Est.) $114.22
2025 Q3 ADDED 48,482 +1,656 +3.5% 1.82% $5.7M 2025-10-16 $113.44
2025 Q2 REDUCED 46,826 -6,324 -11.9% 1.52% $4.5M 2025-08-18 $109.71
2024 Q3 REDUCED 53,150 -3,554 -6.3% 1.32% $4.8M 2024-11-08 $94.48
2024 Q2 REDUCED 56,704 -11,814 -17.2% 2.41% $4.9M 2024-08-08 $82.74
2024 Q1 REDUCED 68,518 -3,095 -4.3% 1.56% $5.6M 2024-05-13 $79.74
2023 Q4 ADDED 71,613 +39,432 +122.5% 1.40% $5.2M 2024-02-07 $76.74
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Darwin Wealth Management, LLC and XLC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Darwin Wealth Management, LLC reported owning XLC?

Darwin Wealth Management, LLC reported XLC across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XLC position in Darwin Wealth Management, LLC's portfolio?

The largest reported portfolio weight for XLC was 2.41% in 2024 Q2.

What is the latest reported XLC position on this page?

The most recent filing on this page is 2025 Q4, when Darwin Wealth Management, LLC reported 48,379 shares, equal to 1.77% of portfolio, with an estimated market value of $5.7M.

What does the chart on this XLC ownership page compare?

The chart compares Darwin Wealth Management, LLC's quarterly XLC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Darwin Wealth Management, LLC Holdings