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

Birchcreek 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
2024 Q3	–	Sell	-16,203	Closed	-$1.39M	–	153
2024 Q2	$1.39M	Sell	16,203 -6,052	-27%	-$499K	0.78%	29
2024 Q1	$1.82M	Sell	22,255 -661	-3%	-$51.5K	0.96%	25
2023 Q4	$1.67M	Buy	22,916 +1,458	+7%	+$100K	1%	25
2023 Q3	$1.41M	Buy	21,458 +8,663	+68%	+$578K	0.95%	26
2023 Q2	$833K	Buy	12,795 +6,092	+91%	+$371K	0.58%	49
2023 Q1	$389K	Buy	+6,703	New	+$364K	0.31%	83
2021 Q1	–	Sell	-902	Closed	-$60K	–	305
2020 Q4	$60K	Buy	+902	New	+$57.4K	0.06%	195

Other funds holding XLC

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

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

Barclays London, United Kingdom $521B AUM 51.41% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Birchcreek Wealth Management's XLC Position: Q3 2024 in Review

Birchcreek Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2024, closing a stake of 16,203 shares — an estimated $1.39M sold.

Birchcreek Wealth Management first reported a position in XLC in Q4 2020 and held it in 7 quarters. The position peaked at $1.82M in Q1 2024. 958 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

Birchcreek Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Birchcreek Wealth Management sold 16,203 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $1.39M.
Birchcreek Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and held it in 7 quarters.
Birchcreek Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $1.82M in Q1 2024.
958 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on Birchcreek Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.