Fiduciary Trust’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Fiduciary Trust’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	-6,832	Closed	-$496K	–	658
2023 Q4	$496K	Buy	+6,832	New	+$470K	0.01%	453
2022 Q3	–	Sell	-12,513	Closed	-$679K	–	642
2022 Q2	$679K	Buy	+12,513	New	+$753K	0.01%	389
2022 Q1	–	Sell	-11,931	Closed	-$927K	–	688
2021 Q4	$927K	Sell	11,931 -627	-5%	-$49.6K	0.02%	358
2021 Q3	$1.01M	Buy	12,558 +3,993	+47%	+$331K	0.02%	334
2021 Q2	$694K	Buy	+8,565	New	+$667K	0.01%	404

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

Fiduciary Trust's XLC Position: Q1 2024 in Review

Fiduciary Trust sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2024, closing a stake of 6,832 shares — an estimated $496K sold.

Fiduciary Trust first reported a position in XLC in Q2 2021 and held it in 5 quarters. The position peaked at $1.01M in Q3 2021. 903 funds tracked by Wall St. Rank hold XLC as of Q1 2024.

Fiduciary Trust reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Fiduciary Trust sold 6,832 State Street Communication Services Select Sector SPDR ETF shares in Q1 2024, an estimated $496K.
Fiduciary Trust first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and held it in 5 quarters.
Fiduciary Trust's State Street Communication Services Select Sector SPDR ETF position peaked at $1.01M in Q3 2021.
903 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2024.

Based on Fiduciary Trust's 13F filing for Q1 2024, filed 14 May 2024.