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

Bison Wealth’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
Q4 		$232K Buy
2,398
+3
+0.1% +$286 0.05% 271
2024
Q3 		$217K Buy
+2,395
New +$206K 0.03% 385
2022
Q3 		– Sell
-603
Closed -$33K – 374
2022
Q2 		$33K Buy
603
+1
+0.2% +$60 0.02% 250
2022
Q1 		$41K Buy
602
+115
+24% +$8.1K 0.02% 278
2021
Q4 		$38K Buy
487
+1
+0.2% +$79 0.02% 263
2021
Q3 		$39K Hold
486
– – 0.02% 334
2021
Q2 		$39K Buy
486
+301
+163% +$23.4K 0.02% 328
2021
Q1 		$14K Hold
185
– – 0.01% 393
2020
Q4 		$12K Sell
185
-30
-14% -$1.91K 0.01% 357
2020
Q3 		$13K Hold
215
– – 0.01% 309
2020
Q2 		$12K Hold
215
– – 0.01% 306
2020
Q1 		$10K Hold
215
– – 0.01% 296
2019
Q4 		$12K Buy
+215
New +$11.1K 0.01% 347

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 $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Bison Wealth's XLC Position: Q4 2024 in Review

Bison Wealth increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.13% in Q4 2024, buying an estimated $286 and bringing the position to 2,398 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #271.

Bison Wealth first reported a position in XLC in Q4 2019 and has held it in 13 quarters since. 1,051 funds tracked by Wall St. Rank hold XLC as of Q4 2024.

  • Bison Wealth held 2,398 shares of State Street Communication Services Select Sector SPDR ETF worth $232K as of Q4 2024.
  • Bison Wealth bought 3 State Street Communication Services Select Sector SPDR ETF shares in Q4 2024, an estimated $286.
  • State Street Communication Services Select Sector SPDR ETF made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #271 holding.
  • Bison Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 13 quarters since.
  • 1,051 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.