First National Bank of South Miami’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

First National Bank of South Miami’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 Q2	$130K	Hold	2,001	–	–	0.1%	150
2023 Q1	$116K	Sell	2,001 -22	-1%	-$1.2K	0.09%	159
2022 Q4	$97K	Hold	2,023	–	–	0.07%	171
2022 Q3	$97K	Sell	2,023 -265	-12%	-$14.6K	0.08%	166
2022 Q2	$124K	Hold	2,288	–	–	0.08%	166
2022 Q1	$157K	Hold	2,288	–	–	0.1%	153
2021 Q4	$178K	Hold	2,288	–	–	0.11%	142
2021 Q3	$183K	Hold	2,288	–	–	0.12%	130
2021 Q2	$185K	Sell	2,288 -23	-1%	-$1.79K	0.13%	130
2021 Q1	$169K	Sell	2,311 -135	-6%	-$9.61K	0.13%	127
2020 Q4	$165K	Hold	2,446	–	–	0.14%	117
2020 Q3	$146K	Buy	2,446 +131	+6%	+$7.76K	0.14%	116
2020 Q2	$125K	Buy	2,315 +265	+13%	+$13.6K	0.14%	122
2020 Q1	$91K	Hold	2,050	–	–	0.11%	131
2019 Q4	$110K	Hold	2,050	–	–	0.11%	134
2019 Q3	$102K	Hold	2,050	–	–	0.1%	144
2019 Q2	$104K	Buy	2,050 +1,106	+117%	+$53.8K	0.1%	145
2019 Q1	$44K	Hold	944	–	–	0.04%	187
2018 Q4	$44K	Buy	+944	New	+$42.3K	0.04%	188

Other funds holding XLC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First National Bank of South Miami's XLC Position: Q2 2023 in Review

First National Bank of South Miami held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2023 at 2,001 shares worth $130K. The position accounts for 0.1% of the portfolio, ranked #150.

First National Bank of South Miami first reported a position in XLC in Q4 2018 and has held it in 19 quarters since. The position peaked at $185K in Q2 2021. 742 funds tracked by Wall St. Rank hold XLC as of Q2 2023.

First National Bank of South Miami held 2,001 shares of State Street Communication Services Select Sector SPDR ETF worth $130K as of Q2 2023.
First National Bank of South Miami left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2023.
State Street Communication Services Select Sector SPDR ETF made up 0.1% of First National Bank of South Miami's portfolio in Q2 2023, its #150 holding.
First National Bank of South Miami first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's State Street Communication Services Select Sector SPDR ETF position peaked at $185K in Q2 2021.
742 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.