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

FinTrust Capital 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 Q3	$21.2K	Sell	234 -46	-16%	-$3.97K	﹤0.01%	791
2024 Q2	$24K	Buy	280 +64	+30%	+$5.27K	﹤0.01%	725
2024 Q1	$17.6K	Buy	216 +170	+370%	+$13.2K	﹤0.01%	759
2023 Q4	$3.34K	Buy	+46	New	+$3.17K	﹤0.01%	1026
2023 Q3	–	Sell	-81	Closed	-$3.89K	–	1356
2023 Q2	$3.89K	Hold	81	–	–	﹤0.01%	908
2023 Q1	$3.89K	Hold	81	–	–	﹤0.01%	902
2022 Q4	$3.89K	Sell	81 -174	-68%	-$8.52K	﹤0.01%	899
2022 Q3	$13K	Buy	255 +174	+215%	+$9.57K	﹤0.01%	812
2022 Q2	$5K	Hold	81	–	–	﹤0.01%	1039
2022 Q1	$6K	Hold	81	–	–	﹤0.01%	1054
2021 Q4	$6K	Hold	81	–	–	﹤0.01%	1015
2021 Q3	$6K	Hold	81	–	–	﹤0.01%	1014
2021 Q2	$7K	Buy	+81	New	+$6.31K	﹤0.01%	1010

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FinTrust Capital Advisors's XLC Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 16% in Q3 2024, selling an estimated $3.97K and leaving 234 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

FinTrust Capital Advisors first reported a position in XLC in Q2 2021 and has held it in 13 quarters since. The position peaked at $24K in Q2 2024. 958 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

FinTrust Capital Advisors held 234 shares of State Street Communication Services Select Sector SPDR ETF worth $21.2K as of Q3 2024.
FinTrust Capital Advisors sold 46 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $3.97K.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #791 holding.
FinTrust Capital Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and has held it in 13 quarters since.
FinTrust Capital Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $24K in Q2 2024.
958 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.