FDx Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

FDx Advisors’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
2024 Q1	–	Sell	-37,949	Closed	-$2.76M	–	656
2023 Q4	$2.76M	Buy	37,949 +18,729	+97%	+$1.29M	0.21%	111
2023 Q3	$1.26M	Buy	19,220 +15,913	+481%	+$1.06M	0.1%	188
2023 Q2	$215K	Buy	+3,307	New	+$201K	0.01%	702
2022 Q4	–	Sell	-73,558	Closed	-$3.52M	–	793
2022 Q3	$3.52M	Buy	73,558 +36,855	+100%	+$2.03M	0.16%	130
2022 Q2	$1.99M	Buy	+36,703	New	+$2.21M	0.07%	206
2021 Q4	–	Sell	-47,203	Closed	-$3.78M	–	891
2021 Q3	$3.78M	Sell	47,203 -21,812	-32%	-$1.81M	0.12%	132
2021 Q2	$5.59M	Sell	69,015 -3,452	-5%	-$269K	0.19%	101
2021 Q1	$5.31M	Sell	72,467 -3,124	-4%	-$222K	0.2%	100
2020 Q4	$5.1M	Buy	+75,591	New	+$4.81M	0.21%	98
2018 Q4	–	Sell	-230,130	Closed	-$11.3M	–	839
2018 Q3	$11.3M	Buy	230,130 +216,355	+1,571%	+$10.7M	0.42%	43
2018 Q2	$682K	Buy	+13,775	New	+$686K	0.02%	459

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

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

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FDx Advisors's XLC Position: Q1 2024 in Review

FDx Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2024, closing a stake of 37,949 shares — an estimated $2.76M sold.

FDx Advisors first reported a position in XLC in Q2 2018 and held it in 11 quarters. The position peaked at $11.3M in Q3 2018. 904 funds tracked by Wall St. Rank hold XLC as of Q1 2024.

FDx Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 37,949 State Street Communication Services Select Sector SPDR ETF shares in Q1 2024, an estimated $2.76M.
FDx Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2018 and held it in 11 quarters.
FDx Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $11.3M in Q3 2018.
904 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.