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Corbett Road Capital Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Corbett Road Capital Management’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
2022
Q2 		$470K Sell
8,657
-2,813
-25% -$169K 0.8% 48
2022
Q1 		$789K Buy
11,470
+174
+2% +$12.3K 1.02% 19
2021
Q4 		$877K Buy
11,296
+109
+1% +$8.62K 1.5% 11
2021
Q3 		$896K Sell
11,187
-465
-4% -$38.5K 1.55% 11
2021
Q2 		$943K Sell
11,652
-5,103
-30% -$397K 1.67% 11
2021
Q1 		$1.23M Sell
16,755
-10,940
-40% -$778K 1.83% 10
2020
Q4 		$1.87M Sell
27,695
-86
-0.3% -$5.47K 1.7% 16
2020
Q3 		$1.65M Sell
27,781
-1,462
-5% -$86.6K 1.57% 13
2020
Q2 		$1.58M Buy
29,243
+4,548
+18% +$233K 1.52% 17
2020
Q1 		$1.09M Sell
24,695
-1,053
-4% -$54.5K 1.56% 20
2019
Q4 		$1.38M Buy
+25,748
New +$1.33M 1.36% 21

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Janney Montgomery Scott
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return