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

Bellecapital’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 Q1	–	Sell	-2,802	Closed	-$218K	–	219
2021 Q4	$218K	Hold	2,802	–	–	0.06%	183
2021 Q3	$224K	Sell	2,802 -510	-15%	-$42.2K	0.07%	180
2021 Q2	$268K	Buy	3,312 +199	+6%	+$15.5K	0.08%	162
2021 Q1	$228K	Buy	3,113 +118	+4%	+$8.39K	0.07%	171
2020 Q4	$202K	Sell	2,995 -379	-11%	-$24.1K	0.07%	176
2020 Q3	$200K	Buy	+3,374	New	+$200K	0.09%	158

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bellecapital's XLC Position: Q1 2022 in Review

Bellecapital sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2022, closing a stake of 2,802 shares — an estimated $218K sold.

Bellecapital first reported a position in XLC in Q3 2020 and held it in 6 quarters. The position peaked at $268K in Q2 2021. 659 funds tracked by Wall St. Rank hold XLC as of Q1 2022.

Bellecapital reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Bellecapital sold 2,802 State Street Communication Services Select Sector SPDR ETF shares in Q1 2022, an estimated $218K.
Bellecapital first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2020 and held it in 6 quarters.
Bellecapital's State Street Communication Services Select Sector SPDR ETF position peaked at $268K in Q2 2021.
659 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2022.

Based on Bellecapital's 13F filing for Q1 2022, filed 3 May 2022.