Family Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Family Asset Management’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 Q4	–	Sell	-87	Closed	-$5.71K	–	203
2023 Q3	$5.71K	Hold	87	–	–	﹤0.01%	158
2023 Q2	$5.66K	Hold	87	–	–	﹤0.01%	170
2023 Q1	$5.04K	Hold	87	–	–	﹤0.01%	159
2022 Q4	$4.17K	Buy	+87	New	+$4.26K	﹤0.01%	145

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Family Asset Management's XLC Position: Q4 2023 in Review

Family Asset Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2023, closing a stake of 87 shares — an estimated $5.71K sold.

Family Asset Management first reported a position in XLC in Q4 2022 and held it in 4 quarters. The position peaked at $5.71K in Q3 2023. 857 funds tracked by Wall St. Rank hold XLC as of Q4 2023.

Family Asset Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Family Asset Management sold 87 State Street Communication Services Select Sector SPDR ETF shares in Q4 2023, an estimated $5.71K.
Family Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and held it in 4 quarters.
Family Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $5.71K in Q3 2023.
857 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2023.

Based on Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.