Girard Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Girard Partners’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 Q2	$947K	Buy	11,059 +270	+3%	+$22.2K	0.09%	138
2024 Q1	$881K	Sell	10,789 -3,253	-23%	-$253K	0.08%	149
2023 Q4	$1.02M	Buy	14,042 +3,460	+33%	+$238K	0.1%	148
2023 Q3	$694K	Sell	10,582 -1,027	-9%	-$68.5K	0.08%	153
2023 Q2	$756K	Sell	11,609 -18,371	-61%	-$1.12M	0.08%	150
2023 Q1	$1.74M	Sell	29,980 -70,472	-70%	-$3.83M	0.19%	103
2022 Q4	$4.82M	Buy	100,452 +72,067	+254%	+$3.53M	0.55%	48
2022 Q3	$1.36M	Buy	28,385 +13,466	+90%	+$741K	0.18%	109
2022 Q2	$809K	Sell	14,919 -2,751	-16%	-$166K	0.1%	137
2022 Q1	$1.22M	Sell	17,670 -18,164	-51%	-$1.28M	0.13%	121
2021 Q4	$2.78M	Buy	35,834 +32,679	+1,036%	+$2.58M	0.3%	88
2021 Q3	$252K	Sell	3,155 -263	-8%	-$21.8K	0.03%	205
2021 Q2	$276K	Buy	+3,418	New	+$266K	0.04%	208

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 $374B AUM 17.66% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Girard Partners's XLC Position: Q2 2024 in Review

Girard Partners increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.5% in Q2 2024, buying an estimated $22.2K and bringing the position to 11,059 shares worth $947K. The position accounts for 0.09% of the portfolio, ranked #138.

Girard Partners first reported a position in XLC in Q2 2021 and has held it in 13 quarters since. The position peaked at $4.82M in Q4 2022. 926 funds tracked by Wall St. Rank hold XLC as of Q2 2024.

Girard Partners held 11,059 shares of State Street Communication Services Select Sector SPDR ETF worth $947K as of Q2 2024.
Girard Partners bought 270 State Street Communication Services Select Sector SPDR ETF shares in Q2 2024, an estimated $22.2K.
State Street Communication Services Select Sector SPDR ETF made up 0.09% of Girard Partners's portfolio in Q2 2024, its #138 holding.
Girard Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and has held it in 13 quarters since.
Girard Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $4.82M in Q4 2022.
926 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.