9WM
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9258 Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

9258 Wealth 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
2024
Q3 		$840K Sell
9,290
-4,786
-34% -$413K 0.12% 136
2024
Q2 		$1.21M Sell
14,076
-116
-0.8% -$9.56K 0.19% 105
2024
Q1 		$1.16M Sell
14,192
-552
-4% -$43K 0.18% 106
2023
Q4 		$1.07M Buy
14,744
+1,193
+9% +$82.1K 0.19% 107
2023
Q3 		$889K Hold
13,551
– – 0.17% 114
2023
Q2 		$882K Sell
13,551
-1,824
-12% -$111K 0.17% 117
2023
Q1 		$891K Buy
15,375
+5,301
+53% +$288K 0.18% 104
2022
Q4 		$483K Sell
10,074
-4,730
-32% -$232K 0.1% 179
2022
Q3 		$709K Sell
14,804
-5,379
-27% -$296K 0.18% 120
2022
Q2 		$1.09M Buy
20,183
+6,273
+45% +$378K 0.28% 86
2022
Q1 		$957K Sell
13,910
-689
-5% -$48.5K 0.22% 110
2021
Q4 		$1.13M Buy
14,599
+2,373
+19% +$188K 0.26% 83
2021
Q3 		$979K Sell
12,226
-407
-3% -$33.7K 0.26% 90
2021
Q2 		$1.02M Buy
12,633
+1,715
+16% +$134K 0.28% 86
2021
Q1 		$801K Buy
10,918
+1,141
+12% +$81.2K 0.24% 104
2020
Q4 		$660K Hold
9,777
– – 0.22% 121
2020
Q3 		$579K Sell
9,777
-1,114
-10% -$66K 0.22% 117
2020
Q2 		$589K Sell
10,891
-315
-3% -$16.2K 0.24% 116
2020
Q1 		$550K Buy
11,206
+334
+3% +$17.3K 0.24% 119
2019
Q4 		$583K Buy
10,872
+443
+4% +$22.8K 0.21% 128
2019
Q3 		$516K Sell
10,429
-588
-5% -$29.4K 0.4% 81
2019
Q2 		$542K Buy
11,017
+2,287
+26% +$111K 0.44% 78
2019
Q1 		$408K Buy
8,730
+2,583
+42% +$118K 0.35% 97
2018
Q4 		$254K Buy
+6,147
New +$276K 0.25% 126

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

9258 Wealth Management's XLC Position: Q3 2024 in Review

9258 Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 34% in Q3 2024, selling an estimated $413K and leaving 9,290 shares worth $840K. The position accounts for 0.12% of the portfolio, ranked #136.

9258 Wealth Management first reported a position in XLC in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.21M in Q2 2024. 957 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

  • 9258 Wealth Management held 9,290 shares of State Street Communication Services Select Sector SPDR ETF worth $840K as of Q3 2024.
  • 9258 Wealth Management sold 4,786 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $413K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.12% of 9258 Wealth Management's portfolio in Q3 2024, its #136 holding.
  • 9258 Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $1.21M in Q2 2024.
  • 957 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.