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Carmel Capital Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-250
Closed -$16.4K – 722
2023
Q3 		$16.4K Buy
+250
New +$16.7K 0.01% 374

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carmel Capital Partners's XLC Position: Q4 2023 in Review

Carmel Capital Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2023, closing a stake of 250 shares — an estimated $16.4K sold.

Carmel Capital Partners first reported a position in XLC in Q3 2023 and held it in 1 quarter. The position peaked at $16.4K in Q3 2023. 857 funds tracked by Wall St. Rank hold XLC as of Q4 2023.

  • Carmel Capital Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 250 State Street Communication Services Select Sector SPDR ETF shares in Q4 2023, an estimated $16.4K.
  • Carmel Capital Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $16.4K in Q3 2023.
  • 857 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.