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 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Column Capital Advisors's XLC Position: Q3 2023 in Review

Column Capital Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.28% in Q3 2023, buying an estimated $67 and bringing the position to 361 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Column Capital Advisors first reported a position in XLC in Q1 2021 and has held it in 11 quarters since. The position peaked at $29K in Q2 2021. 742 funds tracked by Wall St. Rank hold XLC as of Q3 2023.

Column Capital Advisors held 361 shares of State Street Communication Services Select Sector SPDR ETF worth $23.7K as of Q3 2023.
Column Capital Advisors bought 1 State Street Communication Services Select Sector SPDR ETF share in Q3 2023, an estimated $67.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #413 holding.
Column Capital Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 11 quarters since.
Column Capital Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $29K in Q2 2021.
742 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.