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Grey Fox Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Grey Fox Wealth Advisors’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
2023
Q2 		– Sell
-558
Closed -$32.4K – 528
2023
Q1 		$32.4K Buy
+558
New +$30.3K 0.02% 223

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Grey Fox Wealth Advisors's XLC Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2023, closing a stake of 558 shares — an estimated $32.4K sold.

Grey Fox Wealth Advisors first reported a position in XLC in Q1 2023 and held it in 1 quarter. The position peaked at $32.4K in Q1 2023. 741 funds tracked by Wall St. Rank hold XLC as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 558 State Street Communication Services Select Sector SPDR ETF shares in Q2 2023, an estimated $32.4K.
  • Grey Fox Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $32.4K in Q1 2023.
  • 741 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.