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First Personal Financial Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

First Personal Financial Services’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
2022
Q4 		– Sell
-112
Closed -$5K – 437
2022
Q3 		$5K Buy
+112
New +$6.16K ﹤0.01% 380

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

First Personal Financial Services's XLC Position: Q4 2022 in Review

First Personal Financial Services sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2022, closing a stake of 112 shares — an estimated $5K sold.

First Personal Financial Services first reported a position in XLC in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 649 funds tracked by Wall St. Rank hold XLC as of Q4 2022.

  • First Personal Financial Services reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • First Personal Financial Services sold 112 State Street Communication Services Select Sector SPDR ETF shares in Q4 2022, an estimated $5K.
  • First Personal Financial Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2022 and held it in 1 quarter.
  • First Personal Financial Services's State Street Communication Services Select Sector SPDR ETF position peaked at $5K in Q3 2022.
  • 649 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2022.

Based on First Personal Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.