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GWMIA
Global Wealth Management Investment Advisory’s
State Street Communication Services Select Sector SPDR ETF
XLC
Stock Holding History
Global Wealth Management Investment Advisory’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
Q1
–
Sell
-70
Closed
-$5.09K
–
451
2023
Q4
$5.09K
Hold
70
–
–
﹤0.01%
336
2023
Q3
$4.59K
Sell
70
-1
-1%
-$67
﹤0.01%
338
2023
Q2
$4.62K
Buy
+71
New
+$4.32K
﹤0.01%
341
2022
Q3
–
Sell
-60
Closed
-$3K
–
490
2022
Q2
$3K
Hold
60
–
–
﹤0.01%
401
2022
Q1
$4K
Hold
60
–
–
﹤0.01%
384
2021
Q4
$5K
Hold
60
–
–
﹤0.01%
360
2021
Q3
$5K
Hold
60
–
–
﹤0.01%
364
2021
Q2
$5K
Hold
60
–
–
﹤0.01%
350
2021
Q1
$4K
Hold
60
–
–
﹤0.01%
381
2020
Q4
$4K
Hold
60
–
–
﹤0.01%
364
2020
Q3
$4K
Hold
60
–
–
﹤0.01%
356
2020
Q2
$3K
Sell
60
-133
-69%
-$6.83K
﹤0.01%
493
2020
Q1
$9K
Buy
193
+133
+222%
+$6.88K
﹤0.01%
353
2019
Q4
$3K
Hold
60
–
–
﹤0.01%
499
2019
Q3
$3K
Hold
60
–
–
﹤0.01%
479
2019
Q2
$3K
Sell
60
-65
-52%
-$3.16K
﹤0.01%
526
2019
Q1
$6K
Buy
125
+65
+108%
+$2.96K
﹤0.01%
441
2018
Q4
$2K
Buy
+60
New
+$2.69K
﹤0.01%
608
Other funds holding XLC
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
CM
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
$376B AUM
19.32%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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