Harper Investing’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Harper Investing’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 Q1	–	Sell	-8,285	Closed	-$398K	–	44
2022 Q4	$398K	Sell	8,285 -11,518	-58%	-$564K	0.49%	28
2022 Q3	$932K	Buy	19,803 +1,032	+5%	+$56.8K	0.96%	24
2022 Q2	$1.02M	Buy	18,771 +3,657	+24%	+$220K	1.04%	23
2022 Q1	$1.04M	Buy	+15,114	New	+$1.06M	0.96%	25

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harper Investing's XLC Position: Q1 2023 in Review

Harper Investing sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2023, closing a stake of 8,285 shares — an estimated $398K sold.

Harper Investing first reported a position in XLC in Q1 2022 and held it in 4 quarters. The position peaked at $1.04M in Q1 2022. 652 funds tracked by Wall St. Rank hold XLC as of Q1 2023.

Harper Investing reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Harper Investing sold 8,285 State Street Communication Services Select Sector SPDR ETF shares in Q1 2023, an estimated $398K.
Harper Investing first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2022 and held it in 4 quarters.
Harper Investing's State Street Communication Services Select Sector SPDR ETF position peaked at $1.04M in Q1 2022.
652 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2023.

Based on Harper Investing's 13F filing for Q1 2023, filed 26 Apr 2023.