All Season Financial Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

All Season Financial Advisors’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	-5,919	Closed	-$507K	–	114
2024 Q2	$507K	Buy	5,919 +1,769	+43%	+$146K	0.46%	59
2024 Q1	$339K	Sell	4,150 -481	-10%	-$37.5K	0.28%	92
2023 Q4	$336K	Sell	4,631 -1,143	-20%	-$78.7K	0.29%	89
2023 Q3	$379K	Sell	5,774 -2,650	-31%	-$177K	0.38%	65
2023 Q2	$548K	Sell	8,424 -9,353	-53%	-$570K	0.49%	51
2023 Q1	$1.03M	Buy	+17,777	New	+$966K	0.93%	23
2021 Q3	–	Sell	-4,942	Closed	-$400K	–	157
2021 Q2	$400K	Buy	+4,942	New	+$385K	0.29%	73

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

All Season Financial Advisors's XLC Position: Q3 2024 in Review

All Season Financial Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2024, closing a stake of 5,919 shares — an estimated $507K sold.

All Season Financial Advisors first reported a position in XLC in Q2 2021 and held it in 7 quarters. The position peaked at $1.03M in Q1 2023. 957 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

All Season Financial Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
All Season Financial Advisors sold 5,919 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $507K.
All Season Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and held it in 7 quarters.
All Season Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $1.03M in Q1 2023.
957 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.