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Benjamin F. Edwards & Company’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$5.48M Buy
63,969
+4,138
+7% +$341K 0.1% 209
2024
Q1 		$4.89M Buy
59,831
+7,601
+15% +$592K 0.09% 217
2023
Q4 		$3.79M Buy
52,230
+42,279
+425% +$2.91M 0.08% 234
2023
Q3 		$652K Sell
9,951
-3,413
-26% -$228K 0.03% 464
2023
Q2 		$870K Sell
13,364
-43
-0.3% -$2.62K 0.03% 398
2023
Q1 		$777K Buy
13,407
+336
+3% +$18.3K 0.03% 385
2022
Q4 		$627K Buy
13,071
+4,055
+45% +$199K 0.03% 418
2022
Q3 		$432K Sell
9,016
-1,492
-14% -$82.1K 0.02% 466
2022
Q2 		$570K Buy
10,508
+5,204
+98% +$313K 0.03% 427
2022
Q1 		$365K Sell
5,304
-15,196
-74% -$1.07M 0.02% 527
2021
Q4 		$1.59M Buy
20,500
+17,137
+510% +$1.35M 0.07% 268
2021
Q3 		$269K Hold
3,363
– – 0.01% 582
2021
Q2 		$272K Hold
3,363
– – 0.01% 580
2021
Q1 		$247K Buy
3,363
+259
+8% +$18.4K 0.01% 623
2020
Q4 		$209K Sell
3,104
-138,383
-98% -$8.81M 0.01% 631
2020
Q3 		$8.4M Buy
141,487
+13,460
+11% +$797K 0.56% 41
2020
Q2 		$6.92M Buy
128,027
+13,839
+12% +$710K 0.5% 48
2020
Q1 		$5.05M Buy
114,188
+113,968
+51,804% +$5.9M 0.43% 61
2019
Q4 		$12K Buy
+220
New +$11.3K ﹤0.01% 1385

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Benjamin F. Edwards & Company's XLC Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.9% in Q2 2024, buying an estimated $341K and bringing the position to 63,969 shares worth $5.48M. The position accounts for 0.1% of the portfolio, ranked #209.

Benjamin F. Edwards & Company first reported a position in XLC in Q4 2019 and has held it in 19 quarters since. The position peaked at $8.4M in Q3 2020. 927 funds tracked by Wall St. Rank hold XLC as of Q2 2024.

  • Benjamin F. Edwards & Company held 63,969 shares of State Street Communication Services Select Sector SPDR ETF worth $5.48M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 4,138 State Street Communication Services Select Sector SPDR ETF shares in Q2 2024, an estimated $341K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.1% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #209 holding.
  • Benjamin F. Edwards & Company first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 19 quarters since.
  • Benjamin F. Edwards & Company's State Street Communication Services Select Sector SPDR ETF position peaked at $8.4M in Q3 2020.
  • 927 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.