Baron Financial Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Baron Financial Group’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 Q3	–	Sell	-639	Closed	-$34.7K	–	203
2022 Q2	$34.7K	Hold	639	–	–	0.02%	98
2022 Q1	$44K	Buy	639 +181	+40%	+$12.8K	0.03%	98
2021 Q4	$35.6K	Hold	458	–	–	0.02%	109
2021 Q3	$36.7K	Hold	458	–	–	0.02%	110
2021 Q2	$37.1K	Hold	458	–	–	0.02%	109
2021 Q1	$33.6K	Sell	458 -100	-18%	-$7.12K	0.02%	113
2020 Q4	$37.7K	Hold	558	–	–	0.03%	100
2020 Q3	$33.1K	Buy	+558	New	+$33K	0.03%	108

Other funds holding XLC

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

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

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

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

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

RJA

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Baron Financial Group's XLC Position: Q3 2022 in Review

Baron Financial Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2022, closing a stake of 639 shares — an estimated $34.7K sold.

Baron Financial Group first reported a position in XLC in Q3 2020 and held it in 8 quarters. The position peaked at $44K in Q1 2022. 590 funds tracked by Wall St. Rank hold XLC as of Q3 2022.

Baron Financial Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 639 State Street Communication Services Select Sector SPDR ETF shares in Q3 2022, an estimated $34.7K.
Baron Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $44K in Q1 2022.
590 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.