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

Halpern Financial’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 		$11.9K Buy
+132
New +$11.4K ﹤0.01% 156
2021
Q2 		– Sell
-475
Closed -$34.8K – 262
2021
Q1 		$34.8K Buy
+475
New +$33.8K 0.02% 67

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Halpern Financial's XLC Position: Q3 2024 in Review

Halpern Financial opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2024: 132 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #156 among its holdings. This is a return to the name: Halpern Financial previously reported a position in XLC as recently as Q1 2021.

Halpern Financial first reported a position in XLC in Q1 2021 and has held it in 2 quarters since. The position peaked at $34.8K in Q1 2021. 957 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

  • Halpern Financial held 132 shares of State Street Communication Services Select Sector SPDR ETF worth $11.9K as of Q3 2024.
  • State Street Communication Services Select Sector SPDR ETF was a new Halpern Financial position in Q3 2024.
  • State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #156 holding.
  • Halpern Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 2 quarters since.
  • Halpern Financial's State Street Communication Services Select Sector SPDR ETF position peaked at $34.8K in Q1 2021.
  • 957 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.