Ballew Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Ballew 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
2021 Q3	–	Sell	-5,195	Closed	-$426K	–	126
2021 Q2	$426K	Sell	5,195 -7,207	-58%	-$561K	0.3%	75
2021 Q1	$924K	Buy	12,402 +5,399	+77%	+$384K	0.34%	66
2020 Q4	$464K	Buy	7,003 +23	+0.3%	+$1.46K	0.36%	61
2020 Q3	$419K	Buy	+6,980	New	+$413K	0.36%	57

Other funds holding XLC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RJA

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

Ballew Advisors's XLC Position: Q3 2021 in Review

Ballew Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2021, closing a stake of 5,195 shares — an estimated $426K sold.

Ballew Advisors first reported a position in XLC in Q3 2020 and held it in 4 quarters. The position peaked at $924K in Q1 2021. 653 funds tracked by Wall St. Rank hold XLC as of Q3 2021.

Ballew Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Ballew Advisors sold 5,195 State Street Communication Services Select Sector SPDR ETF shares in Q3 2021, an estimated $426K.
Ballew Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2020 and held it in 4 quarters.
Ballew Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $924K in Q1 2021.
653 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2021.

Based on Ballew Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.