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Fortem Financial Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Fortem Financial Group’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
Q1 		– Sell
-9,572
Closed -$744K – 183
2021
Q4 		$744K Buy
+9,572
New +$757K 0.34% 94

Other funds holding XLC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Fortem Financial Group's XLC Position: Q1 2022 in Review

Fortem Financial Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2022, closing a stake of 9,572 shares — an estimated $744K sold.

Fortem Financial Group first reported a position in XLC in Q4 2021 and held it in 1 quarter. The position peaked at $744K in Q4 2021. 659 funds tracked by Wall St. Rank hold XLC as of Q1 2022.

  • Fortem Financial Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Fortem Financial Group sold 9,572 State Street Communication Services Select Sector SPDR ETF shares in Q1 2022, an estimated $744K.
  • Fortem Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Fortem Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $744K in Q4 2021.
  • 659 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2022.

Based on Fortem Financial Group's 13F filing for Q1 2022, filed 27 Apr 2022.