Cerity Partners OCIO’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$899K Buy
18,725
+6,301
+51% +$309K 0.03% 256
2022
Q3
$595K Buy
12,424
+3,632
+41% +$200K 0.02% 296
2022
Q2
$477K Buy
+8,792
New +$529K 0.02% 311

Other funds holding XLC

Cerity Partners OCIO's XLC Position: Q4 2022 in Review

Cerity Partners OCIO increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 51% in Q4 2022, buying an estimated $309K and bringing the position to 18,725 shares worth $899K. The position accounts for 0.03% of the portfolio, ranked #256.

Cerity Partners OCIO first reported a position in XLC in Q2 2022 and has held it in 3 quarters since. 649 funds tracked by Wall St. Rank hold XLC as of Q4 2022.

  • Cerity Partners OCIO held 18,725 shares of State Street Communication Services Select Sector SPDR ETF worth $899K as of Q4 2022.
  • Cerity Partners OCIO bought 6,301 State Street Communication Services Select Sector SPDR ETF shares in Q4 2022, an estimated $309K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.03% of Cerity Partners OCIO's portfolio in Q4 2022, its #256 holding.
  • Cerity Partners OCIO first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2022 and has held it in 3 quarters since.
  • 649 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.