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	–	450
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $445B AUM 25.58% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's XLC Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2024, closing a stake of 70 shares — an estimated $5.09K sold.

Global Wealth Management Investment Advisory first reported a position in XLC in Q4 2018 and held it in 18 quarters. The position peaked at $9K in Q1 2020. 905 funds tracked by Wall St. Rank hold XLC as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 70 State Street Communication Services Select Sector SPDR ETF shares in Q1 2024, an estimated $5.09K.
Global Wealth Management Investment Advisory first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's State Street Communication Services Select Sector SPDR ETF position peaked at $9K in Q1 2020.
905 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.