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GI
Gradient Investments’s
State Street Communication Services Select Sector SPDR ETF
XLC
Stock Holding History
Gradient Investments’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
Q3
–
Sell
-308
Closed
-$26.4K
–
1326
2024
Q2
$26.4K
Buy
+308
New
+$25.4K
﹤0.01%
595
2024
Q1
–
Sell
-772
Closed
-$56.1K
–
1865
2023
Q4
$56.1K
Buy
772
+731
+1,783%
+$50.3K
﹤0.01%
521
2023
Q3
$2.69K
Hold
41
–
–
﹤0.01%
1098
2023
Q2
$2.67K
Sell
41
-55
-57%
-$3.35K
﹤0.01%
1095
2023
Q1
$5.57K
Buy
96
+55
+134%
+$2.99K
﹤0.01%
927
2022
Q4
$1.97K
Buy
+41
New
+$2.01K
﹤0.01%
1092
2022
Q1
–
Sell
-258
Closed
-$20K
–
1363
2021
Q4
$20K
Buy
+258
New
+$20.4K
﹤0.01%
667
2021
Q3
–
Sell
-81
Closed
-$7K
–
1272
2021
Q2
$7K
Buy
+81
New
+$6.31K
﹤0.01%
835
2020
Q3
–
Sell
-26
Closed
-$1K
–
1236
2020
Q2
$1K
Hold
26
–
–
﹤0.01%
1014
2020
Q1
$1K
Hold
26
–
–
﹤0.01%
1054
2019
Q4
$1K
Hold
26
–
–
﹤0.01%
1065
2019
Q3
$1K
Hold
26
–
–
﹤0.01%
1060
2019
Q2
$1K
Hold
26
–
–
﹤0.01%
988
2019
Q1
$1K
Hold
26
–
–
﹤0.01%
831
2018
Q4
$1K
Buy
+26
New
+$1.17K
﹤0.01%
902
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$1.37T AUM
24.88%
1-Year Est. Return
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$1.47T AUM
27.86%
1-Year Est. Return
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$280B AUM
33.63%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
RJA
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St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
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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