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

B. Riley 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
2022 Q2	$243	Buy	4,482 +1,124	+33%	+$67.7K	﹤0.01%	602
2022 Q1	$231K	Buy	3,358 +30	+0.9%	+$2.11K	0.02%	523
2021 Q4	$259K	Sell	3,328 -314	-9%	-$24.8K	0.02%	510
2021 Q3	$292K	Hold	3,642	–	–	0.02%	466
2021 Q2	$295K	Buy	3,642 +30	+0.8%	+$2.34K	0.03%	319
2021 Q1	$265K	Buy	3,612 +1	+0%	+$71	0.03%	315
2020 Q4	$244K	Sell	3,611 -2,654	-42%	-$169K	0.03%	297
2020 Q3	$372K	Buy	6,265 +270	+5%	+$16K	0.04%	269
2020 Q2	$324K	Sell	5,995 -1,282	-18%	-$65.8K	0.04%	287
2020 Q1	$322K	Buy	7,277 +2,347	+48%	+$121K	0.03%	341
2019 Q4	$264K	Hold	4,930	–	–	0.04%	310
2019 Q3	$244K	Sell	4,930 -3,580	-42%	-$179K	0.04%	317
2019 Q2	$419	Sell	8,510 -4,658	-35%	-$226K	0.06%	231
2019 Q1	$616K	Buy	13,168 +8,235	+167%	+$375K	0.11%	181
2018 Q4	$204K	Buy	+4,933	New	+$221K	0.04%	303

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

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

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

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

B. Riley Wealth Management's XLC Position: Q2 2022 in Review

B. Riley Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 33% in Q2 2022, buying an estimated $67.7K and bringing the position to 4,482 shares worth $243. The position accounts for ﹤0.01% of the portfolio, ranked #602.

B. Riley Wealth Management first reported a position in XLC in Q4 2018 and has held it in 15 quarters since. The position peaked at $616K in Q1 2019. 632 funds tracked by Wall St. Rank hold XLC as of Q2 2022.

B. Riley Wealth Management held 4,482 shares of State Street Communication Services Select Sector SPDR ETF worth $243 as of Q2 2022.
B. Riley Wealth Management bought 1,124 State Street Communication Services Select Sector SPDR ETF shares in Q2 2022, an estimated $67.7K.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #602 holding.
B. Riley Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 15 quarters since.
B. Riley Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $616K in Q1 2019.
632 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.