Acima Private Wealth’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Acima Private Wealth’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 Q2	–	Sell	-308	Closed	-$25.2K	–	199
2024 Q1	$25.2K	Hold	308	–	–	0.01%	165
2023 Q4	$22.4K	Hold	308	–	–	0.01%	178
2023 Q3	$20.2K	Hold	308	–	–	0.01%	182
2023 Q2	$20K	Hold	308	–	–	0.01%	186
2023 Q1	$17.9K	Hold	308	–	–	0.01%	196
2022 Q4	$14.8K	Hold	308	–	–	0.01%	188
2022 Q3	$14.8K	Hold	308	–	–	0.01%	192
2022 Q2	$16.7K	Hold	308	–	–	0.01%	192
2022 Q1	$21K	Hold	308	–	–	0.01%	195
2021 Q4	$24K	Hold	308	–	–	0.01%	196
2021 Q3	$25K	Hold	308	–	–	0.01%	182
2021 Q2	$25K	Hold	308	–	–	0.01%	179
2021 Q1	$23K	Hold	308	–	–	0.01%	181
2020 Q4	$21K	Hold	308	–	–	0.01%	184
2020 Q3	$18K	Hold	308	–	–	0.01%	184
2020 Q2	$17K	Buy	+308	New	+$15.8K	0.01%	205
2020 Q1	–	Sell	-5,071	Closed	-$272K	–	295
2019 Q4	$272K	Buy	5,071 +266	+6%	+$13.7K	0.19%	113
2019 Q3	$237K	Hold	4,805	–	–	0.18%	117
2019 Q2	$237K	Hold	4,805	–	–	0.19%	112
2019 Q1	$225K	Hold	4,805	–	–	0.19%	113
2018 Q4	$198K	Buy	+4,805	New	+$215K	0.19%	114

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Acima Private Wealth's XLC Position: Q2 2024 in Review

Acima Private Wealth sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2024, closing a stake of 308 shares — an estimated $25.2K sold.

Acima Private Wealth first reported a position in XLC in Q4 2018 and held it in 21 quarters. The position peaked at $272K in Q4 2019. 927 funds tracked by Wall St. Rank hold XLC as of Q2 2024.

Acima Private Wealth reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Acima Private Wealth sold 308 State Street Communication Services Select Sector SPDR ETF shares in Q2 2024, an estimated $25.2K.
Acima Private Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and held it in 21 quarters.
Acima Private Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $272K in Q4 2019.
927 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2024.

Based on Acima Private Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.