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GYL Financial Synergies’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

GYL Financial Synergies’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 		$260K Buy
2,878
+125
+5% +$10.8K 0.02% 316
2024
Q2 		$236K Sell
2,753
-106
-4% -$8.73K 0.02% 334
2024
Q1 		$233K Sell
2,859
-301
-10% -$23.4K 0.02% 336
2023
Q4 		$230K Sell
3,160
-420
-12% -$28.9K 0.02% 330
2023
Q3 		$235K Buy
3,580
+3
+0.1% +$200 0.02% 301
2023
Q2 		$233K Sell
3,577
-3,646
-50% -$222K 0.02% 310
2023
Q1 		$419K Sell
7,223
-106
-1% -$5.76K 0.05% 209
2022
Q4 		$352K Sell
7,329
-1,591
-18% -$77.9K 0.08% 164
2022
Q3 		$427K Buy
8,920
+10
+0.1% +$550 0.12% 117
2022
Q2 		$484K Sell
8,910
-4,549
-34% -$274K 0.13% 104
2022
Q1 		$926K Buy
13,459
+4,399
+49% +$310K 0.22% 60
2021
Q4 		$704K Sell
9,060
-824
-8% -$65.1K 0.19% 89
2021
Q3 		$792K Buy
9,884
+39
+0.4% +$3.23K 0.4% 59
2021
Q2 		$797K Buy
9,845
+174
+2% +$13.5K 0.41% 60
2021
Q1 		$709K Buy
9,671
+216
+2% +$15.4K 0.39% 61
2020
Q4 		$638K Buy
9,455
+555
+6% +$35.3K 0.37% 64
2020
Q3 		$529K Buy
8,900
+513
+6% +$30.4K 0.35% 69
2020
Q2 		$453K Buy
8,387
+1,536
+22% +$78.8K 0.33% 78
2020
Q1 		$303K Buy
+6,851
New +$354K 0.19% 104

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GYL Financial Synergies's XLC Position: Q3 2024 in Review

GYL Financial Synergies increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4.5% in Q3 2024, buying an estimated $10.8K and bringing the position to 2,878 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #316.

GYL Financial Synergies first reported a position in XLC in Q1 2020 and has held it in 19 quarters since. The position peaked at $926K in Q1 2022. 958 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

  • GYL Financial Synergies held 2,878 shares of State Street Communication Services Select Sector SPDR ETF worth $260K as of Q3 2024.
  • GYL Financial Synergies bought 125 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $10.8K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #316 holding.
  • GYL Financial Synergies first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2020 and has held it in 19 quarters since.
  • GYL Financial Synergies's State Street Communication Services Select Sector SPDR ETF position peaked at $926K in Q1 2022.
  • 958 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.