Ellevest Inc’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Ellevest Inc’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 Q1	–	Sell	-990	Closed	-$47.5K	–	2080
2022 Q4	$47.5K	Hold	990	–	–	﹤0.01%	617
2022 Q3	$47K	Hold	990	–	–	﹤0.01%	602
2022 Q2	$54K	Hold	990	–	–	0.01%	550
2022 Q1	$68K	Sell	990 -154	-13%	-$10.9K	0.01%	471
2021 Q4	$89K	Buy	1,144 +154	+16%	+$12.2K	0.01%	415
2021 Q3	$79K	Sell	990 -67	-6%	-$5.55K	0.01%	404
2021 Q2	$86K	Hold	1,057	–	–	0.01%	392
2021 Q1	$77K	Sell	1,057 -221	-17%	-$15.7K	0.01%	385
2020 Q4	$86K	Buy	+1,278	New	+$81.3K	0.01%	346

Other funds holding XLC

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJA

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ellevest Inc's XLC Position: Q1 2023 in Review

Ellevest Inc sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2023, closing a stake of 990 shares — an estimated $47.5K sold.

Ellevest Inc first reported a position in XLC in Q4 2020 and held it in 9 quarters. The position peaked at $89K in Q4 2021. 652 funds tracked by Wall St. Rank hold XLC as of Q1 2023.

Ellevest Inc reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 990 State Street Communication Services Select Sector SPDR ETF shares in Q1 2023, an estimated $47.5K.
Ellevest Inc first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and held it in 9 quarters.
Ellevest Inc's State Street Communication Services Select Sector SPDR ETF position peaked at $89K in Q4 2021.
652 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.