Exencial Wealth Advisors’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
Sell
-4,422
Closed -$240K 436
2022
Q2
$240K Sell
4,422
-1,453
-25% -$87.5K 0.01% 382
2022
Q1
$404K Buy
+5,875
New +$414K 0.02% 312

Other funds holding XLC

Exencial Wealth Advisors's XLC Position: Q3 2022 in Review

Exencial Wealth Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2022, closing a stake of 4,422 shares — an estimated $240K sold.

Exencial Wealth Advisors first reported a position in XLC in Q1 2022 and held it in 2 quarters. The position peaked at $404K in Q1 2022. 590 funds tracked by Wall St. Rank hold XLC as of Q3 2022.

  • Exencial Wealth Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Exencial Wealth Advisors sold 4,422 State Street Communication Services Select Sector SPDR ETF shares in Q3 2022, an estimated $240K.
  • Exencial Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2022 and held it in 2 quarters.
  • Exencial Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $404K in Q1 2022.
  • 590 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2022.

Based on Exencial Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.