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	–	305
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	–	343
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cedar Wealth Management's XLC Position: Q3 2024 in Review

Cedar Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2024, closing a stake of 100 shares — an estimated $8.57K sold.

Cedar Wealth Management first reported a position in XLC in Q2 2021 and held it in 9 quarters. The position peaked at $35K in Q3 2021. 959 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

Cedar Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Cedar Wealth Management sold 100 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $8.57K.
Cedar Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and held it in 9 quarters.
Cedar Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $35K in Q3 2021.
959 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on Cedar Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.