Aveo Capital Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Aveo Capital Partners’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 Q4	–	Sell	-6,482	Closed	-$425K	–	372
2023 Q3	$425K	Sell	6,482 -48	-0.7%	-$3.2K	0.06%	217
2023 Q2	$425K	Buy	6,530 +73	+1%	+$4.45K	0.05%	223
2023 Q1	$374K	Sell	6,457 -2,196	-25%	-$119K	0.05%	235
2022 Q4	$415K	Sell	8,653 -7,836	-48%	-$384K	0.06%	215
2022 Q3	$790K	Sell	16,489 -3,282	-17%	-$181K	0.14%	116
2022 Q2	$1.07M	Sell	19,771 -29,660	-60%	-$1.79M	0.18%	112
2022 Q1	$3.4M	Buy	49,431 +4,375	+10%	+$308K	0.6%	52
2021 Q4	$3.5M	Buy	45,056 +1,062	+2%	+$84K	0.63%	53
2021 Q3	$3.52M	Buy	43,994 +3,785	+9%	+$313K	0.74%	42
2021 Q2	$3.26M	Buy	40,209 +3,415	+9%	+$266K	0.72%	46
2021 Q1	$2.7M	Buy	36,794 +21,652	+143%	+$1.54M	0.68%	45
2020 Q4	$1.02M	Buy	15,142 +6,229	+70%	+$396K	1.58%	20
2020 Q3	$529K	Buy	8,913 +893	+11%	+$52.9K	0.19%	108
2020 Q2	$433K	Buy	+8,020	New	+$412K	0.87%	34

Other funds holding XLC

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aveo Capital Partners's XLC Position: Q4 2023 in Review

Aveo Capital Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2023, closing a stake of 6,482 shares — an estimated $425K sold.

Aveo Capital Partners first reported a position in XLC in Q2 2020 and held it in 14 quarters. The position peaked at $3.52M in Q3 2021. 857 funds tracked by Wall St. Rank hold XLC as of Q4 2023.

Aveo Capital Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Aveo Capital Partners sold 6,482 State Street Communication Services Select Sector SPDR ETF shares in Q4 2023, an estimated $425K.
Aveo Capital Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and held it in 14 quarters.
Aveo Capital Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $3.52M in Q3 2021.
857 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2023.

Based on Aveo Capital Partners's 13F filing for Q4 2023, filed 6 Feb 2024.