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Bernardo Wealth Planning’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bernardo Wealth Planning’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
Q1 		– Sell
-3,261
Closed -$220K – 163
2020
Q4 		$220K Buy
+3,261
New +$208K 0.08% 156

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 $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bernardo Wealth Planning's XLC Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2021, closing a stake of 3,261 shares — an estimated $220K sold.

Bernardo Wealth Planning first reported a position in XLC in Q4 2020 and held it in 1 quarter. The position peaked at $220K in Q4 2020. 581 funds tracked by Wall St. Rank hold XLC as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 3,261 State Street Communication Services Select Sector SPDR ETF shares in Q1 2021, an estimated $220K.
  • Bernardo Wealth Planning first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and held it in 1 quarter.
  • Bernardo Wealth Planning's State Street Communication Services Select Sector SPDR ETF position peaked at $220K in Q4 2020.
  • 581 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.