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

BerganKDV 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 Q2	–	Sell	-249	Closed	-$14.4K	–	1088
2023 Q1	$14.4K	Buy	249 +186	+295%	+$10.1K	﹤0.01%	550
2022 Q4	$3.02K	Buy	+63	New	+$3.08K	﹤0.01%	752
2021 Q3	–	Sell	-130	Closed	-$11K	–	1101
2021 Q2	$11K	Hold	130	–	–	﹤0.01%	598
2021 Q1	$10K	Hold	130	–	–	﹤0.01%	587
2020 Q4	$9K	Sell	130 -15	-10%	-$955	﹤0.01%	588
2020 Q3	$9K	Buy	145 +7	+5%	+$415	﹤0.01%	519
2020 Q2	$7K	Hold	138	–	–	﹤0.01%	598
2020 Q1	$6K	Sell	138 -138	-50%	-$7.14K	﹤0.01%	570
2019 Q4	$15K	Sell	276 -278	-50%	-$14.3K	﹤0.01%	490
2019 Q3	$27K	Hold	554	–	–	0.01%	398
2019 Q2	$27K	Hold	554	–	–	0.01%	391
2019 Q1	$26K	Hold	554	–	–	0.01%	407
2018 Q4	$23K	Sell	554 -250	-31%	-$11.2K	0.01%	380
2018 Q3	$39K	Buy	+804	New	+$39.7K	0.01%	346

Other funds holding XLC

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BerganKDV Wealth Management's XLC Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2023, closing a stake of 249 shares — an estimated $14.4K sold.

BerganKDV Wealth Management first reported a position in XLC in Q3 2018 and held it in 14 quarters. The position peaked at $39K in Q3 2018. 741 funds tracked by Wall St. Rank hold XLC as of Q2 2023.

BerganKDV Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 249 State Street Communication Services Select Sector SPDR ETF shares in Q2 2023, an estimated $14.4K.
BerganKDV Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and held it in 14 quarters.
BerganKDV Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $39K in Q3 2018.
741 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.