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Act Two Investors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Act Two Investors’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 		– Sell
-7,393
Closed -$633K – 51
2024
Q2 		$633K Sell
7,393
-3,817
-34% -$315K 0.13% 35
2024
Q1 		$915K Sell
11,210
-2,522
-18% -$196K 0.18% 32
2023
Q4 		$998K Sell
13,732
-788
-5% -$54.2K 0.22% 32
2023
Q3 		$952K Buy
14,520
+1
+0% +$67 0.25% 27
2023
Q2 		$945K Buy
+14,519
New +$884K 0.26% 29
2022
Q1 		– Sell
-3,180
Closed -$247K – 28
2021
Q4 		$247K Sell
3,180
-66,566
-95% -$5.26M 0.19% 24
2021
Q3 		$5.59M Buy
69,746
+206
+0.3% +$17.1K 1.33% 15
2021
Q2 		$5.63M Sell
69,540
-4,563
-6% -$355K 1.1% 16
2021
Q1 		$5.43M Sell
74,103
-21,659
-23% -$1.54M 1.2% 17
2020
Q4 		$6.46M Sell
95,762
-640
-0.7% -$40.7K 1.63% 13
2020
Q3 		$5.73M Sell
96,402
-21,496
-18% -$1.27M 1.85% 12
2020
Q2 		$6.37M Sell
117,898
-54,291
-32% -$2.79M 2.38% 13
2020
Q1 		$7.62M Sell
172,189
-16,618
-9% -$860K 3.52% 14
2019
Q4 		$10.1M Buy
188,807
+17,042
+10% +$878K 3.84% 12
2019
Q3 		$8.51M Buy
171,765
+37,942
+28% +$1.9M 3.75% 13
2019
Q2 		$6.59M Buy
133,823
+21,957
+20% +$1.07M 3.43% 13
2019
Q1 		$5.23M Buy
111,866
+19,346
+21% +$882K 3.01% 14
2018
Q4 		$3.82M Buy
+92,520
New +$4.15M 2.68% 15

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

Act Two Investors's XLC Position: Q3 2024 in Review

Act Two Investors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2024, closing a stake of 7,393 shares — an estimated $633K sold.

Act Two Investors first reported a position in XLC in Q4 2018 and held it in 18 quarters. The position peaked at $10.1M in Q4 2019. 958 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

  • Act Two Investors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Act Two Investors sold 7,393 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $633K.
  • Act Two Investors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and held it in 18 quarters.
  • Act Two Investors's State Street Communication Services Select Sector SPDR ETF position peaked at $10.1M in Q4 2019.
  • 958 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on Act Two Investors's 13F filing for Q3 2024, filed 12 Nov 2024.