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Balboa Wealth Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Balboa Wealth 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
2024
Q1 		– Sell
-2,819
Closed -$205K – 320
2023
Q4 		$205K Buy
+2,819
New +$194K 0.07% 210

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Balboa Wealth Partners's XLC Position: Q1 2024 in Review

Balboa Wealth Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2024, closing a stake of 2,819 shares — an estimated $205K sold.

Balboa Wealth Partners first reported a position in XLC in Q4 2023 and held it in 1 quarter. The position peaked at $205K in Q4 2023. 903 funds tracked by Wall St. Rank hold XLC as of Q1 2024.

  • Balboa Wealth Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 2,819 State Street Communication Services Select Sector SPDR ETF shares in Q1 2024, an estimated $205K.
  • Balboa Wealth Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and held it in 1 quarter.
  • Balboa Wealth Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $205K in Q4 2023.
  • 903 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2024.

Based on Balboa Wealth Partners's 13F filing for Q1 2024, filed 13 May 2024.