Curtis Advisory Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,746
Closed -$235K 101
2024
Q2
$235K Sell
2,746
-139
-5% -$11.5K 0.08% 85
2024
Q1
$236K Buy
2,885
+53
+2% +$4.13K 0.09% 87
2023
Q4
$206K Buy
+2,832
New +$195K 0.09% 91

Other funds holding XLC

Curtis Advisory Group's XLC Position: Q3 2024 in Review

Curtis Advisory Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2024, closing a stake of 2,746 shares — an estimated $235K sold.

Curtis Advisory Group first reported a position in XLC in Q4 2023 and held it in 3 quarters. The position peaked at $236K in Q1 2024. 958 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

  • Curtis Advisory Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Curtis Advisory Group sold 2,746 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $235K.
  • Curtis Advisory Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and held it in 3 quarters.
  • Curtis Advisory Group's State Street Communication Services Select Sector SPDR ETF position peaked at $236K in Q1 2024.
  • 958 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on Curtis Advisory Group's 13F filing for Q3 2024, filed 5 Nov 2024.