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

Avitas Wealth Management’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
Q4 		$1.84M Sell
19,054
-1,075
-5% -$102K 0.26% 97
2024
Q3 		$1.82M Sell
20,129
-349
-2% -$30.1K 0.26% 102
2024
Q2 		$1.75M Buy
20,478
+117
+0.6% +$9.64K 0.26% 96
2024
Q1 		$1.66M Sell
20,361
-431
-2% -$33.6K 0.25% 108
2023
Q4 		$1.51M Buy
20,792
+173
+0.8% +$11.9K 0.25% 109
2023
Q3 		$1.35M Sell
20,619
-44
-0.2% -$2.94K 0.26% 103
2023
Q2 		$1.34M Buy
20,663
+158
+0.8% +$9.62K 0.24% 112
2023
Q1 		$1.19M Sell
20,505
-27,722
-57% -$1.51M 0.23% 114
2022
Q4 		$2.31M Sell
48,227
-139,906
-74% -$6.85M 0.49% 60
2022
Q3 		$9.01M Buy
188,133
+167,928
+831% +$9.24M 2.06% 7
2022
Q2 		$1.1M Buy
20,205
+1,553
+8% +$93.5K 0.24% 117
2022
Q1 		$1.28M Buy
18,652
+9,174
+97% +$646K 0.23% 110
2021
Q4 		$736K Sell
9,478
-183
-2% -$14.5K 0.12% 142
2021
Q3 		$774K Sell
9,661
-123
-1% -$10.2K 0.14% 143
2021
Q2 		$792K Buy
9,784
+124
+1% +$9.66K 0.14% 157
2021
Q1 		$708K Sell
9,660
-1
-0% -$71 0.14% 164
2020
Q4 		$652K Sell
9,661
-20
-0.2% -$1.27K 0.13% 175
2020
Q3 		$575K Buy
9,681
+3,076
+47% +$182K 0.16% 136
2020
Q2 		$357K Buy
6,605
+5
+0.1% +$257 0.12% 142
2020
Q1 		$292K Buy
+6,600
New +$341K 0.13% 121
2018
Q4 		– Sell
-20,175
Closed -$989K – 185
2018
Q3 		$989K Buy
+20,175
New +$997K 0.28% 110

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Avitas Wealth Management's XLC Position: Q4 2024 in Review

Avitas Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 5.3% in Q4 2024, selling an estimated $102K and leaving 19,054 shares worth $1.84M. The position accounts for 0.26% of the portfolio, ranked #97.

Avitas Wealth Management first reported a position in XLC in Q3 2018 and has held it in 21 quarters since. The position peaked at $9.01M in Q3 2022. 1,050 funds tracked by Wall St. Rank hold XLC as of Q4 2024.

  • Avitas Wealth Management held 19,054 shares of State Street Communication Services Select Sector SPDR ETF worth $1.84M as of Q4 2024.
  • Avitas Wealth Management sold 1,075 State Street Communication Services Select Sector SPDR ETF shares in Q4 2024, an estimated $102K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.26% of Avitas Wealth Management's portfolio in Q4 2024, its #97 holding.
  • Avitas Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 21 quarters since.
  • Avitas Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $9.01M in Q3 2022.
  • 1,050 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.