DB Wealth Management Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

DB Wealth Management Group’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 Q4	$50.1K	Buy	+690	New	+$47.5K	0.03%	171
2022 Q2	–	Sell	-3,509	Closed	-$241K	–	327
2022 Q1	$241K	Sell	3,509 -43	-1%	-$3.03K	0.15%	78
2021 Q4	$276K	Sell	3,552 -1,192	-25%	-$94.2K	0.16%	75
2021 Q3	$380K	Sell	4,744 -91	-2%	-$7.53K	0.24%	65
2021 Q2	$391K	Buy	4,835 +35	+0.7%	+$2.73K	0.25%	67
2021 Q1	$352K	Sell	4,800 -587	-11%	-$41.8K	0.24%	69
2020 Q4	$364K	Buy	+5,387	New	+$343K	0.27%	65

Other funds holding XLC

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DB Wealth Management Group's XLC Position: Q4 2023 in Review

DB Wealth Management Group opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2023: 690 shares worth $50.1K. The stake represents 0.03% of the portfolio and ranks #171 among its holdings. This is a return to the name: DB Wealth Management Group previously reported a position in XLC as recently as Q1 2022.

DB Wealth Management Group first reported a position in XLC in Q4 2020 and has held it in 7 quarters since. The position peaked at $391K in Q2 2021. 857 funds tracked by Wall St. Rank hold XLC as of Q4 2023.

DB Wealth Management Group held 690 shares of State Street Communication Services Select Sector SPDR ETF worth $50.1K as of Q4 2023.
State Street Communication Services Select Sector SPDR ETF was a new DB Wealth Management Group position in Q4 2023.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of DB Wealth Management Group's portfolio in Q4 2023, its #171 holding.
DB Wealth Management Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 7 quarters since.
DB Wealth Management Group's State Street Communication Services Select Sector SPDR ETF position peaked at $391K in Q2 2021.
857 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.