BHWM
XLC icon

Bay Harbor Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bay Harbor 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
2021
Q4 		– Sell
-1,628
Closed -$130K – 219
2021
Q3 		$130K Buy
1,628
+1,597
+5,152% +$132K 0.05% 53
2021
Q2 		$3K Sell
31
-3
-9% -$234 ﹤0.01% 189
2021
Q1 		$2K Sell
34
-4,883
-99% -$347K ﹤0.01% 206
2020
Q4 		$332K Buy
+4,917
New +$313K 0.15% 54
2019
Q4 		– Sell
-34,191
Closed -$1.69M – 398
2019
Q3 		$1.69M Buy
+34,191
New +$1.71M 1.01% 25
2019
Q2 		– Sell
-12,052
Closed -$564K – 454
2019
Q1 		$564K Buy
+12,052
New +$549K 0.38% 44

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return