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

Baystate 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
2023 Q4	$4.97K	Sell	68 -25	-27%	-$1.72K	﹤0.01%	889
2023 Q3	$6.13K	Hold	93	–	–	﹤0.01%	661
2023 Q2	$6.07K	Buy	93 +68	+272%	+$4.14K	﹤0.01%	667
2023 Q1	$1.46K	Hold	25	–	–	﹤0.01%	888
2022 Q4	$1K	Buy	+25	New	+$1.22K	﹤0.01%	928

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baystate Wealth Management's XLC Position: Q4 2023 in Review

Baystate Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 27% in Q4 2023, selling an estimated $1.72K and leaving 68 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Baystate Wealth Management first reported a position in XLC in Q4 2022 and has held it in 5 quarters since. The position peaked at $6.13K in Q3 2023. 857 funds tracked by Wall St. Rank hold XLC as of Q4 2023.

Baystate Wealth Management held 68 shares of State Street Communication Services Select Sector SPDR ETF worth $4.97K as of Q4 2023.
Baystate Wealth Management sold 25 State Street Communication Services Select Sector SPDR ETF shares in Q4 2023, an estimated $1.72K.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #889 holding.
Baystate Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and has held it in 5 quarters since.
Baystate Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $6.13K in Q3 2023.
857 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.