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

Capital 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 Q4	–	Sell	-7,435	Closed	-$596K	–	134
2021 Q3	$596K	Buy	+7,435	New	+$615K	0.02%	66
2020 Q2	–	Sell	-7,935	Closed	-$351K	–	227
2020 Q1	$351K	Buy	7,935 +1,683	+27%	+$87.1K	0.02%	153
2019 Q4	$335K	Buy	6,252 +387	+7%	+$19.9K	0.02%	141
2019 Q3	$293K	Buy	+5,865	New	+$294K	0.02%	185

Other funds holding XLC

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

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Capital Wealth Planning's XLC Position: Q4 2021 in Review

Capital Wealth Planning sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2021, closing a stake of 7,435 shares — an estimated $596K sold.

Capital Wealth Planning first reported a position in XLC in Q3 2019 and held it in 4 quarters. The position peaked at $596K in Q3 2021. 709 funds tracked by Wall St. Rank hold XLC as of Q4 2021.

Capital Wealth Planning reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Capital Wealth Planning sold 7,435 State Street Communication Services Select Sector SPDR ETF shares in Q4 2021, an estimated $596K.
Capital Wealth Planning first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2019 and held it in 4 quarters.
Capital Wealth Planning's State Street Communication Services Select Sector SPDR ETF position peaked at $596K in Q3 2021.
709 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2021.

Based on Capital Wealth Planning's 13F filing for Q4 2021, filed 4 Feb 2022.