Enterprise Financial Services Corp (EFSC)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2022 Q2	–	Sell	-3,377	Closed	-$232K	–	303
2022 Q1	$232K	Hold	3,377	–	–	0.04%	256
2021 Q4	$262K	Sell	3,377 -325	-9%	-$25.7K	0.04%	250
2021 Q3	$297K	Buy	3,702 +2,936	+383%	+$243K	0.04%	248
2021 Q2	$62K	Sell	766 -2,000	-72%	-$156K	0.01%	347
2021 Q1	$203K	Hold	2,766	–	–	0.04%	220
2020 Q4	$187K	Sell	2,766 -325	-11%	-$20.7K	0.04%	217
2020 Q3	$184K	Hold	3,091	–	–	0.04%	217
2020 Q2	$167K	Buy	3,091 +975	+46%	+$50K	0.04%	221
2020 Q1	$94K	Buy	2,116 +2,042	+2,759%	+$106K	0.02%	268
2019 Q4	$4K	Hold	74	–	–	﹤0.01%	910
2019 Q3	$4K	Sell	74 -99	-57%	-$4.96K	﹤0.01%	899
2019 Q2	$9K	Buy	+173	New	+$8.41K	﹤0.01%	772

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s XLC Position: Q2 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2022, closing a stake of 3,377 shares — an estimated $232K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in XLC in Q2 2019 and held it in 12 quarters. The position peaked at $297K in Q3 2021. 631 funds tracked by Wall St. Rank hold XLC as of Q2 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 3,377 State Street Communication Services Select Sector SPDR ETF shares in Q2 2022, an estimated $232K.
Enterprise Financial Services Corp (EFSC) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and held it in 12 quarters.
Enterprise Financial Services Corp (EFSC)'s State Street Communication Services Select Sector SPDR ETF position peaked at $297K in Q3 2021.
631 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2022, filed 9 Aug 2022.