AG
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Advisor Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Advisor Group’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
2019
Q4 		$2.43M Sell
45,275
-66,684
-60% -$3.43M 0.02% 715
2019
Q3 		$5.55M Buy
111,959
+60,838
+119% +$3.05M 0.04% 378
2019
Q2 		$2.52M Buy
51,121
+2,599
+5% +$126K 0.02% 663
2019
Q1 		$2.27M Buy
48,522
+20,320
+72% +$926K 0.02% 667
2018
Q4 		$1.17M Sell
28,202
-2,603
-8% -$117K 0.01% 871
2018
Q3 		$1.51M Buy
30,805
+21,981
+249% +$1.09M 0.02% 775
2018
Q2 		$437K Buy
+8,824
New +$440K 0.01% 1408

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return