CCA
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Column Capital Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Column Capital 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
2023
Q3 		$23.7K Buy
361
+1
+0.3% +$67 ﹤0.01% 413
2023
Q2 		$23.5K Buy
360
+1
+0.3% +$61 ﹤0.01% 415
2023
Q1 		$20.9K Hold
359
– – ﹤0.01% 439
2022
Q4 		$17.2K Buy
359
+1
+0.3% +$49 ﹤0.01% 444
2022
Q3 		$17K Buy
358
+1
+0.3% +$55 ﹤0.01% 411
2022
Q2 		$19K Buy
357
+1
+0.3% +$60 ﹤0.01% 399
2022
Q1 		$25K Hold
356
– – ﹤0.01% 380
2021
Q4 		$28K Buy
356
+2
+0.6% +$158 0.01% 381
2021
Q3 		$28K Hold
354
– – 0.01% 350
2021
Q2 		$29K Buy
354
+1
+0.3% +$78 0.01% 344
2021
Q1 		$26K Buy
+353
New +$25.1K 0.01% 351

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 $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return