Dowling & Yahnke’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
2022
Q3
$2.73M Buy
56,915
+30,066
+112% +$1.65M 0.13% 147
2022
Q2
$1.46M Buy
26,849
+23,577
+721% +$1.42M 0.07% 199
2022
Q1
$225K Sell
3,272
-165
-5% -$11.6K 0.01% 349
2021
Q4
$267K Buy
+3,437
New +$272K 0.01% 334
2020
Q1
Sell
-747
Closed -$40K 390
2019
Q4
$40K Buy
+747
New +$38.5K ﹤0.01% 325

Other funds holding XLC

Dowling & Yahnke's XLC Position: Q3 2022 in Review

Dowling & Yahnke increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 112% in Q3 2022, buying an estimated $1.65M and bringing the position to 56,915 shares worth $2.73M. The position accounts for 0.13% of the portfolio, ranked #147.

Dowling & Yahnke first reported a position in XLC in Q4 2019 and has held it in 5 quarters since. 591 funds tracked by Wall St. Rank hold XLC as of Q3 2022.

  • Dowling & Yahnke held 56,915 shares of State Street Communication Services Select Sector SPDR ETF worth $2.73M as of Q3 2022.
  • Dowling & Yahnke bought 30,066 State Street Communication Services Select Sector SPDR ETF shares in Q3 2022, an estimated $1.65M.
  • State Street Communication Services Select Sector SPDR ETF made up 0.13% of Dowling & Yahnke's portfolio in Q3 2022, its #147 holding.
  • Dowling & Yahnke first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 5 quarters since.
  • 591 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.