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	–	1317
2024 Q2	$26.4K	Buy	+308	New	+$25.4K	﹤0.01%	595
2024 Q1	–	Sell	-772	Closed	-$56.1K	–	1862
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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gradient Investments's XLC Position: Q3 2024 in Review

Gradient Investments sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2024, closing a stake of 308 shares — an estimated $26.4K sold.

Gradient Investments first reported a position in XLC in Q4 2018 and held it in 15 quarters. The position peaked at $56.1K in Q4 2023. 958 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

Gradient Investments reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 308 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $26.4K.
Gradient Investments first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and held it in 15 quarters.
Gradient Investments's State Street Communication Services Select Sector SPDR ETF position peaked at $56.1K in Q4 2023.
958 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.