Avalon Investment & Advisory’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Avalon Investment & Advisory’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
2023 Q1	$245K	Hold	4,223	–	–	0.01%	297
2022 Q4	$203K	Buy	+4,223	New	+$207K	0.01%	308
2021 Q1	–	Sell	-41,201	Closed	-$2.78M	–	370
2020 Q4	$2.78M	Buy	+41,201	New	+$2.62M	0.06%	182

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Avalon Investment & Advisory's XLC Position: Q1 2023 in Review

Avalon Investment & Advisory held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2023 at 4,223 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #297.

Avalon Investment & Advisory first reported a position in XLC in Q4 2020 and has held it in 3 quarters since. The position peaked at $2.78M in Q4 2020. 652 funds tracked by Wall St. Rank hold XLC as of Q1 2023.

Avalon Investment & Advisory held 4,223 shares of State Street Communication Services Select Sector SPDR ETF worth $245K as of Q1 2023.
Avalon Investment & Advisory left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2023.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Avalon Investment & Advisory's portfolio in Q1 2023, its #297 holding.
Avalon Investment & Advisory first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 3 quarters since.
Avalon Investment & Advisory's State Street Communication Services Select Sector SPDR ETF position peaked at $2.78M in Q4 2020.
652 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.