BWM
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return