Buckingham Capital Management (Ohio)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Buckingham Capital Management (Ohio)’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	$3.04M	Buy	31,381 +734	+2%	+$70K	0.35%	51
2024 Q3	$2.77M	Buy	30,647 +1,094	+4%	+$94.3K	0.32%	57
2024 Q2	$2.53M	Buy	29,553 +15,747	+114%	+$1.3M	0.3%	54
2024 Q1	$1.13M	Sell	13,806 -189	-1%	-$14.7K	0.14%	82
2023 Q4	$1.02M	Sell	13,995 -9	-0.1%	-$619	0.14%	81
2023 Q3	$918K	Sell	14,004 -468	-3%	-$31.2K	0.14%	82
2023 Q2	$942K	Sell	14,472 -15,131	-51%	-$922K	0.14%	81
2023 Q1	$1.72M	Buy	29,603 +7,182	+32%	+$390K	0.27%	63
2022 Q4	$1.08M	Buy	22,421 +5,025	+29%	+$246K	0.19%	69
2022 Q3	$833K	Buy	17,396 +2,202	+14%	+$121K	0.16%	72
2022 Q2	$825K	Buy	15,194 +5,791	+62%	+$349K	0.15%	73
2022 Q1	$647K	Buy	+9,403	New	+$663K	0.11%	83

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s XLC Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.4% in Q4 2024, buying an estimated $70K and bringing the position to 31,381 shares worth $3.04M. The position accounts for 0.35% of the portfolio, ranked #51.

Buckingham Capital Management (Ohio) first reported a position in XLC in Q1 2022 and has held it in 12 quarters since. 1,051 funds tracked by Wall St. Rank hold XLC as of Q4 2024.

Buckingham Capital Management (Ohio) held 31,381 shares of State Street Communication Services Select Sector SPDR ETF worth $3.04M as of Q4 2024.
Buckingham Capital Management (Ohio) bought 734 State Street Communication Services Select Sector SPDR ETF shares in Q4 2024, an estimated $70K.
State Street Communication Services Select Sector SPDR ETF made up 0.35% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #51 holding.
Buckingham Capital Management (Ohio) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2022 and has held it in 12 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 Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.