CWM
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Cedar Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Cedar Wealth Management’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
-100
Closed -$8.57K – 306
2024
Q2 		$8.57K Hold
100
– – ﹤0.01% 237
2024
Q1 		$8.17K Hold
100
– – ﹤0.01% 264
2023
Q4 		$7.27K Buy
+100
New +$6.88K ﹤0.01% 232
2022
Q4 		– Sell
-438
Closed -$21K – 344
2022
Q3 		$21K Hold
438
– – 0.01% 214
2022
Q2 		$24K Hold
438
– – 0.01% 213
2022
Q1 		$30K Hold
438
– – 0.01% 219
2021
Q4 		$34K Hold
438
– – 0.01% 208
2021
Q3 		$35K Hold
438
– – 0.02% 178
2021
Q2 		$35K Buy
+438
New +$34.1K 0.02% 186

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 $1.47T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $564B AUM 30.12% 1-Year Est. Return