American Portfolios Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

American Portfolios 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
2022 Q3	$1.07M	Sell	22,433 -1,500	-6%	-$82.5K	0.05%	419
2022 Q2	$1.3M	Sell	23,933 -1,916	-7%	-$115K	0.05%	352
2022 Q1	$1.78M	Buy	25,849 +1,933	+8%	+$136K	0.06%	311
2021 Q4	$1.86M	Sell	23,916 -11,154	-32%	-$882K	0.06%	301
2021 Q3	$2.81M	Buy	35,070 +7,801	+29%	+$646K	0.11%	197
2021 Q2	$2.21M	Buy	27,269 +5,389	+25%	+$420K	0.09%	241
2021 Q1	$1.6M	Buy	21,880 +9,135	+72%	+$650K	0.07%	281
2020 Q4	$860K	Sell	12,745 -395	-3%	-$25.1K	0.04%	391
2020 Q3	$780K	Buy	13,140 +5,311	+68%	+$315K	0.05%	359
2020 Q2	$423K	Buy	7,829 +6,109	+355%	+$314K	0.03%	488
2020 Q1	$76.1K	Sell	1,720 -898	-34%	-$46.5K	0.01%	990
2019 Q4	$140K	Sell	2,618 -161	-6%	-$8.29K	0.01%	892
2019 Q3	$138K	Buy	2,779 +202	+8%	+$10.1K	0.01%	851
2019 Q2	$127K	Buy	2,577 +1,375	+114%	+$66.9K	0.01%	892
2019 Q1	$56.2K	Buy	1,202 +1,040	+642%	+$47.4K	0.01%	1140
2018 Q4	$6.69K	Buy	+162	New	+$7.26K	﹤0.01%	1769

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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

American Portfolios Advisors's XLC Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.3% in Q3 2022, selling an estimated $82.5K and leaving 22,433 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #419.

American Portfolios Advisors first reported a position in XLC in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.81M in Q3 2021. 591 funds tracked by Wall St. Rank hold XLC as of Q3 2022.

American Portfolios Advisors held 22,433 shares of State Street Communication Services Select Sector SPDR ETF worth $1.07M as of Q3 2022.
American Portfolios Advisors sold 1,500 State Street Communication Services Select Sector SPDR ETF shares in Q3 2022, an estimated $82.5K.
State Street Communication Services Select Sector SPDR ETF made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #419 holding.
American Portfolios Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 16 quarters since.
American Portfolios Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $2.81M in Q3 2021.
591 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.