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APW
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
–
202
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
–
297
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
$1.37T AUM
24.88%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
CM
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
$376B AUM
19.32%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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