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

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-201	Closed	-$10K	–	140
2022 Q3	$10K	Hold	201	–	–	﹤0.01%	98
2022 Q2	$11K	Hold	201	–	–	﹤0.01%	99
2022 Q1	$14K	Sell	201 -8	-4%	-$564	﹤0.01%	101
2021 Q4	$16K	Buy	209 +8	+4%	+$632	﹤0.01%	108
2021 Q3	$16K	Hold	201	–	–	﹤0.01%	107
2021 Q2	$16K	Hold	201	–	–	﹤0.01%	119
2021 Q1	$15K	Hold	201	–	–	﹤0.01%	107
2020 Q4	$14K	Hold	201	–	–	﹤0.01%	104
2020 Q3	$12K	Hold	201	–	–	﹤0.01%	106
2020 Q2	$11K	Hold	201	–	–	﹤0.01%	108
2020 Q1	$9K	Hold	201	–	–	﹤0.01%	101
2019 Q4	$11K	Sell	201 -8	-4%	-$412	﹤0.01%	123
2019 Q3	$10K	Buy	+209	New	+$10.5K	0.01%	127

Other funds holding XLC

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

RJA

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Advocacy Wealth Management Services's XLC Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2022, closing a stake of 201 shares — an estimated $10K sold.

Advocacy Wealth Management Services first reported a position in XLC in Q3 2019 and held it in 13 quarters. The position peaked at $16K in Q4 2021. 649 funds tracked by Wall St. Rank hold XLC as of Q4 2022.

Advocacy Wealth Management Services reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 201 State Street Communication Services Select Sector SPDR ETF shares in Q4 2022, an estimated $10K.
Advocacy Wealth Management Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2019 and held it in 13 quarters.
Advocacy Wealth Management Services's State Street Communication Services Select Sector SPDR ETF position peaked at $16K in Q4 2021.
649 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.