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

Frisch 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
2023 Q1	–	Sell	-143,496	Closed	-$6.89M	–	138
2022 Q4	$6.89M	Buy	+143,496	New	+$7.03M	2.58%	13
2022 Q1	–	Sell	-72,463	Closed	-$5.56M	–	162
2021 Q4	$5.56M	Buy	+72,463	New	+$5.73M	1.74%	21

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Frisch Financial Group's XLC Position: Q1 2023 in Review

Frisch Financial Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2023, closing a stake of 143,496 shares — an estimated $6.89M sold.

Frisch Financial Group first reported a position in XLC in Q4 2021 and held it in 2 quarters. The position peaked at $6.89M in Q4 2022. 652 funds tracked by Wall St. Rank hold XLC as of Q1 2023.

Frisch Financial Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Frisch Financial Group sold 143,496 State Street Communication Services Select Sector SPDR ETF shares in Q1 2023, an estimated $6.89M.
Frisch Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
Frisch Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $6.89M in Q4 2022.
652 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2023.

Based on Frisch Financial Group's 13F filing for Q1 2023, filed 11 May 2023.