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Cetera Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Cetera Advisors’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
Q1 		$10.4M Buy
127,857
+14,878
+13% +$1.16M 0.08% 237
2023
Q4 		$8.21M Sell
112,979
-4,219
-4% -$290K 0.11% 177
2023
Q3 		$7.68M Buy
117,198
+7,614
+7% +$508K 0.12% 176
2023
Q2 		$7.13M Buy
109,584
+11,043
+11% +$673K 0.11% 183
2023
Q1 		$5.71M Buy
98,541
+21,727
+28% +$1.18M 0.1% 220
2022
Q4 		$3.69M Buy
76,814
+1,681
+2% +$82.3K 0.07% 293
2022
Q3 		$3.6M Buy
75,133
+3,737
+5% +$206K 0.1% 225
2022
Q2 		$3.88M Sell
71,396
-1,455
-2% -$87.6K 0.09% 232
2022
Q1 		$5.01M Buy
72,851
+10,677
+17% +$752K 0.1% 214
2021
Q4 		$4.83M Buy
62,174
+2,410
+4% +$191K 0.1% 208
2021
Q3 		$4.79M Buy
59,764
+806
+1% +$66.7K 0.09% 221
2021
Q2 		$4.77M Sell
58,958
-124
-0.2% -$9.66K 0.11% 192
2021
Q1 		$4.33M Buy
59,082
+38,275
+184% +$2.72M 0.12% 182
2020
Q4 		$1.4M Buy
20,807
+9,894
+91% +$630K 0.05% 345
2020
Q3 		$648K Sell
10,913
-670
-6% -$39.7K 0.02% 475
2020
Q2 		$626K Sell
11,583
-23,972
-67% -$1.23M 0.03% 473
2020
Q1 		$1.57M Sell
35,555
-12,827
-27% -$664K 0.08% 233
2019
Q4 		$2.6M Buy
48,382
+3,950
+9% +$203K 0.11% 187
2019
Q3 		$2.19M Buy
44,432
+895
+2% +$44.8K 0.1% 204
2019
Q2 		$2.14M Buy
43,537
+166
+0.4% +$8.07K 0.1% 205
2019
Q1 		$2.03M Buy
+43,371
New +$1.98M 0.1% 196

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Advisors's XLC Position: Q1 2024 in Review

Cetera Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 13% in Q1 2024, buying an estimated $1.16M and bringing the position to 127,857 shares worth $10.4M. The position accounts for 0.08% of the portfolio, ranked #237.

Cetera Advisors first reported a position in XLC in Q1 2019 and has held it in 21 quarters since. 904 funds tracked by Wall St. Rank hold XLC as of Q1 2024.

  • Cetera Advisors held 127,857 shares of State Street Communication Services Select Sector SPDR ETF worth $10.4M as of Q1 2024.
  • Cetera Advisors bought 14,878 State Street Communication Services Select Sector SPDR ETF shares in Q1 2024, an estimated $1.16M.
  • State Street Communication Services Select Sector SPDR ETF made up 0.08% of Cetera Advisors's portfolio in Q1 2024, its #237 holding.
  • Cetera Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and has held it in 21 quarters since.
  • 904 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.