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

Fiducient 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
Q2 		– Sell
-6,479
Closed -$529K – 162
2024
Q1 		$529K Hold
6,479
– – 0.1% 82
2023
Q4 		$471K Hold
6,479
– – 0.09% 78
2023
Q3 		$425K Buy
+6,479
New +$432K 0.02% 75

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CM
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fiducient Advisors's XLC Position: Q2 2024 in Review

Fiducient Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2024, closing a stake of 6,479 shares — an estimated $529K sold.

Fiducient Advisors first reported a position in XLC in Q3 2023 and held it in 3 quarters. The position peaked at $529K in Q1 2024. 927 funds tracked by Wall St. Rank hold XLC as of Q2 2024.

  • Fiducient Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Fiducient Advisors sold 6,479 State Street Communication Services Select Sector SPDR ETF shares in Q2 2024, an estimated $529K.
  • Fiducient Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2023 and held it in 3 quarters.
  • Fiducient Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $529K in Q1 2024.
  • 927 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2024.

Based on Fiducient Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.