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B.O.S.S. Retirement Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

B.O.S.S. Retirement 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
Q4 		– Sell
-5,837
Closed -$528K – 301
2024
Q3 		$528K Buy
5,837
+449
+8% +$38.7K 0.11% 145
2024
Q2 		$462K Buy
5,388
+504
+10% +$41.5K 0.12% 131
2024
Q1 		$355K Sell
4,884
-220
-4% -$17.1K 0.14% 109
2023
Q4 		$371K Buy
5,104
+415
+9% +$28.6K 0.07% 195
2023
Q3 		$308K Buy
4,689
+312
+7% +$20.8K 0.07% 201
2023
Q2 		$285K Sell
4,377
-1,075
-20% -$65.5K 0.06% 204
2023
Q1 		$316K Sell
5,452
-1,626
-23% -$88.3K 0.07% 187
2022
Q4 		$340K Buy
+7,078
New +$347K 0.09% 183

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

B.O.S.S. Retirement Advisors's XLC Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2024, closing a stake of 5,837 shares — an estimated $528K sold.

B.O.S.S. Retirement Advisors first reported a position in XLC in Q4 2022 and held it in 8 quarters. The position peaked at $528K in Q3 2024. 1,053 funds tracked by Wall St. Rank hold XLC as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 5,837 State Street Communication Services Select Sector SPDR ETF shares in Q4 2024, an estimated $528K.
  • B.O.S.S. Retirement Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and held it in 8 quarters.
  • B.O.S.S. Retirement Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $528K in Q3 2024.
  • 1,053 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.