3D/L Capital Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

3D/L Capital Management’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,436	Closed	-$750K	–	72
2023 Q3	$750K	Sell	11,436 -3,630	-24%	-$242K	0.24%	40
2023 Q2	$980K	Buy	+15,066	New	+$918K	0.28%	38
2022 Q2	–	Sell	-11,754	Closed	-$808K	–	128
2022 Q1	$808K	Sell	11,754 -574	-5%	-$40.4K	0.2%	44
2021 Q4	$958K	Buy	12,328 +967	+9%	+$76.4K	0.22%	42
2021 Q3	$910K	Sell	11,361 -84	-0.7%	-$6.95K	0.22%	41
2021 Q2	$927K	Buy	11,445 +590	+5%	+$45.9K	0.22%	41
2021 Q1	$796K	Buy	+10,855	New	+$772K	0.2%	41

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

3D/L Capital Management's XLC Position: Q4 2023 in Review

3D/L Capital Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2023, closing a stake of 11,436 shares — an estimated $750K sold.

3D/L Capital Management first reported a position in XLC in Q1 2021 and held it in 7 quarters. The position peaked at $980K in Q2 2023. 857 funds tracked by Wall St. Rank hold XLC as of Q4 2023.

3D/L Capital Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
3D/L Capital Management sold 11,436 State Street Communication Services Select Sector SPDR ETF shares in Q4 2023, an estimated $750K.
3D/L Capital Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and held it in 7 quarters.
3D/L Capital Management's State Street Communication Services Select Sector SPDR ETF position peaked at $980K in Q2 2023.
857 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.