Harrison & Co Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$2.24M Sell
46,738
-2,178
-4% -$107K 2.17% 13
2022
Q3
$2.34M Buy
48,916
+970
+2% +$53.4K 2.49% 8
2022
Q2
$2.6M Buy
47,946
+1,818
+4% +$109K 2.47% 8
2022
Q1
$3.17M Buy
46,128
+728
+2% +$51.3K 2.78% 7
2021
Q4
$3.53M Buy
+45,400
New +$3.59M 2.97% 7

Other funds holding XLC

Harrison & Co Wealth Management's XLC Position: Q4 2022 in Review

Harrison & Co Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4.5% in Q4 2022, selling an estimated $107K and leaving 46,738 shares worth $2.24M. The position accounts for 2.17% of the portfolio, ranked #13.

Harrison & Co Wealth Management first reported a position in XLC in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.53M in Q4 2021. 649 funds tracked by Wall St. Rank hold XLC as of Q4 2022.

  • Harrison & Co Wealth Management held 46,738 shares of State Street Communication Services Select Sector SPDR ETF worth $2.24M as of Q4 2022.
  • Harrison & Co Wealth Management sold 2,178 State Street Communication Services Select Sector SPDR ETF shares in Q4 2022, an estimated $107K.
  • State Street Communication Services Select Sector SPDR ETF made up 2.17% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #13 holding.
  • Harrison & Co Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 5 quarters since.
  • Harrison & Co Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $3.53M in Q4 2021.
  • 649 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.