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

Channel Wealth’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	–	Sell	-10,960	Closed	-$796K	–	193
2023 Q4	$796K	Sell	10,960 -4,437	-29%	-$305K	0.38%	64
2023 Q3	$1.01M	Sell	15,397 -1,739	-10%	-$116K	0.57%	59
2023 Q2	$1.12M	Buy	17,136 +2,414	+16%	+$147K	0.64%	51
2023 Q1	$853K	Buy	+14,722	New	+$800K	0.55%	59

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Channel Wealth's XLC Position: Q1 2024 in Review

Channel Wealth sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2024, closing a stake of 10,960 shares — an estimated $796K sold.

Channel Wealth first reported a position in XLC in Q1 2023 and held it in 4 quarters. The position peaked at $1.12M in Q2 2023. 903 funds tracked by Wall St. Rank hold XLC as of Q1 2024.

Channel Wealth reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Channel Wealth sold 10,960 State Street Communication Services Select Sector SPDR ETF shares in Q1 2024, an estimated $796K.
Channel Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and held it in 4 quarters.
Channel Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $1.12M in Q2 2023.
903 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2024.

Based on Channel Wealth's 13F filing for Q1 2024, filed 12 Apr 2024.