Granite Bay Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Granite Bay Wealth Management’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	–	Sell	-7,876	Closed	-$643K	–	83
2024 Q1	$643K	Sell	7,876 -291,819	-97%	-$22.7M	0.37%	41
2023 Q4	$20.6M	Sell	299,695 -20,700	-6%	-$1.42M	0.18%	56
2023 Q3	$21.4M	Buy	320,395 +314,730	+5,556%	+$21M	0.21%	54
2023 Q2	$369K	Sell	5,665 -29,120	-84%	-$1.77M	0.34%	35
2023 Q1	$2.02M	Sell	34,785 -11,440	-25%	-$621K	1.41%	16
2022 Q4	$2.22M	Sell	46,225 -4,153	-8%	-$203K	1.45%	12
2022 Q3	$2.41M	Sell	50,378 -5,014	-9%	-$276K	1.94%	10
2022 Q2	$3.01M	Sell	55,392 -236	-0.4%	-$14.2K	2.33%	11
2022 Q1	$3.83M	Buy	55,628 +8,535	+18%	+$601K	3.1%	9
2021 Q4	$3.66M	Buy	+47,093	New	+$3.72M	3.61%	8

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

Granite Bay Wealth Management's XLC Position: Q2 2024 in Review

Granite Bay Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2024, closing a stake of 7,876 shares — an estimated $643K sold.

Granite Bay Wealth Management first reported a position in XLC in Q4 2021 and held it in 10 quarters. The position peaked at $21.4M in Q3 2023. 926 funds tracked by Wall St. Rank hold XLC as of Q2 2024.

Granite Bay Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 7,876 State Street Communication Services Select Sector SPDR ETF shares in Q2 2024, an estimated $643K.
Granite Bay Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and held it in 10 quarters.
Granite Bay Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $21.4M in Q3 2023.
926 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2024.

Based on Granite Bay Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.