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

Carolinas Wealth Consulting’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
-115
Closed -$9.85K – 1103
2024
Q2 		$9.85K Hold
115
– – ﹤0.01% 559
2024
Q1 		$9.39K Buy
+115
New +$8.96K ﹤0.01% 568
2022
Q3 		– Sell
-508
Closed -$28K – 949
2022
Q2 		$28K Buy
+508
New +$30.6K 0.01% 411

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $786B AUM 40.34% 1-Year Est. Return

Carolinas Wealth Consulting's XLC Position: Q3 2024 in Review

Carolinas Wealth Consulting sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2024, closing a stake of 115 shares — an estimated $9.85K sold.

Carolinas Wealth Consulting first reported a position in XLC in Q2 2022 and held it in 3 quarters. The position peaked at $28K in Q2 2022. 959 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

  • Carolinas Wealth Consulting reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 115 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $9.85K.
  • Carolinas Wealth Consulting first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2022 and held it in 3 quarters.
  • Carolinas Wealth Consulting's State Street Communication Services Select Sector SPDR ETF position peaked at $28K in Q2 2022.
  • 959 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2024, filed 12 Nov 2024.