XLC — COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND

Ownership history in IAM Advisory, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND (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
0.76% (2021 Q3)
Avg. % of fund
0.58%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 23,342 +17 +0.1% 0.61% $2.7M $117.72
2025 Q3 REDUCED 23,325 -691 -2.9% 0.62% $2.8M $117.99
2025 Q2 REDUCED 24,016 -105 -0.4% 0.63% $2.6M $107.80
2025 Q1 REDUCED 24,121 -264 -1.1% 0.60% $2.3M $95.57
8 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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