EC
XLC icon

EdgeRock Capital’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

EdgeRock Capital’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
2024
Q1 		– Sell
-51
Closed -$4.07K – 312
2023
Q4 		$4.07K Buy
+51
New +$3.51K ﹤0.01% 253
2022
Q4 		– Sell
-652
Closed -$31K – 407
2022
Q3 		$31K Buy
+652
New +$35.9K 0.02% 129

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

EdgeRock Capital's XLC Position: Q1 2024 in Review

EdgeRock Capital sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2024, closing a stake of 51 shares — an estimated $4.07K sold.

EdgeRock Capital first reported a position in XLC in Q3 2022 and held it in 2 quarters. The position peaked at $31K in Q3 2022. 903 funds tracked by Wall St. Rank hold XLC as of Q1 2024.

  • EdgeRock Capital reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • EdgeRock Capital sold 51 State Street Communication Services Select Sector SPDR ETF shares in Q1 2024, an estimated $4.07K.
  • EdgeRock Capital first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2022 and held it in 2 quarters.
  • EdgeRock Capital's State Street Communication Services Select Sector SPDR ETF position peaked at $31K in Q3 2022.
  • 903 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2024.

Based on EdgeRock Capital's 13F filing for Q1 2024, filed 15 May 2024.