EK
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Evensky & Katz’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Evensky & Katz’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
-6,617
Closed -$318K – 91
2022
Q4 		$318K Sell
6,617
-2,698
-29% -$132K 0.03% 61
2022
Q3 		$446K Buy
+9,315
New +$512K 0.05% 60

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Barclays
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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Evensky & Katz's XLC Position: Q1 2023 in Review

Evensky & Katz sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2023, closing a stake of 6,617 shares — an estimated $318K sold.

Evensky & Katz first reported a position in XLC in Q3 2022 and held it in 2 quarters. The position peaked at $446K in Q3 2022. 652 funds tracked by Wall St. Rank hold XLC as of Q1 2023.

  • Evensky & Katz reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Evensky & Katz sold 6,617 State Street Communication Services Select Sector SPDR ETF shares in Q1 2023, an estimated $318K.
  • Evensky & Katz first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2022 and held it in 2 quarters.
  • Evensky & Katz's State Street Communication Services Select Sector SPDR ETF position peaked at $446K in Q3 2022.
  • 652 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2023.

Based on Evensky & Katz's 13F filing for Q1 2023, filed 20 Apr 2023.