XLC β€” COMMUNICATION SERVICES SELECT SECTOR SPDR FUND

Ownership history in Naples Money Management LLC  Β·  3 quarters on record

AI Ownership Summary

Naples Money Management LLC reported COMMUNICATION SERVICES SELECT SECTOR SPDR FUND (XLC) in 3 quarterly 13F filings from 2024 Q1 through 2024 Q3. Peak portfolio weight reached 1.76% in 2024 Q1. The latest visible filing shows XLC at 1.54% 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.

What this XLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Naples Money Management LLC's position in COMMUNICATION SERVICES SELECT SECTOR SPDR FUND, 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
2024 Q3

XLC was reported at 1.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.76% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2024 Q3

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 Naples Money Management LLC held XLC β€” position size vs. price
% of Fund (quarterly)    XLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 20,203 -1,115 -5.2% 1.54% $1.8M 2024-11-14 (Est.) $95.37
2024 Q2 REDUCED 21,318 -282 -1.3% 1.55% $1.8M 2024-07-09 $85.44
2024 Q1 INITIATED 21,600 β€” β€” 1.76% $1.8M 2024-04-30 $76.05

FAQ About Naples Money 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 Naples Money Management LLC reported owning XLC?

Naples Money Management LLC reported XLC across 3 quarterly 13F filings, from 2024 Q1 through 2024 Q3.

What was the largest reported XLC position in Naples Money Management LLC's portfolio?

The largest reported portfolio weight for XLC was 1.76% in 2024 Q1.

What is the latest reported XLC position on this page?

The most recent filing on this page is 2024 Q3, when Naples Money Management LLC reported 20,203 shares, equal to 1.54% of portfolio, with an estimated market value of $1.8M.

What does the chart on this XLC ownership page compare?

The chart compares Naples Money 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.

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