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HFM
Hartford Financial Management’s
State Street Communication Services Select Sector SPDR ETF
XLC
Stock Holding History
Hartford Financial Management’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
2022
Q4
–
Sell
-104
Closed
-$5K
–
390
2022
Q3
$5K
Hold
104
–
–
﹤0.01%
317
2022
Q2
$6K
Buy
104
+1
+1%
+$60
﹤0.01%
312
2022
Q1
$7K
Hold
103
–
–
﹤0.01%
313
2021
Q4
$8K
Sell
103
-31
-23%
-$2.45K
﹤0.01%
308
2021
Q3
$11K
Hold
134
–
–
﹤0.01%
292
2021
Q2
$11K
Buy
134
+1
+0.8%
+$78
﹤0.01%
292
2021
Q1
$10K
Hold
133
–
–
﹤0.01%
304
2020
Q4
$9K
Hold
133
–
–
﹤0.01%
294
2020
Q3
$8K
Hold
133
–
–
﹤0.01%
276
2020
Q2
$7K
Buy
133
+1
+0.8%
+$51
﹤0.01%
283
2020
Q1
$6K
Hold
132
–
–
﹤0.01%
290
2019
Q4
$7K
Hold
132
–
–
﹤0.01%
306
2019
Q3
$7K
Buy
132
+1
+0.8%
+$50
﹤0.01%
316
2019
Q2
$6K
Sell
131
-100
-43%
-$4.86K
﹤0.01%
318
2019
Q1
$11K
Sell
231
-100
-30%
-$4.56K
﹤0.01%
298
2018
Q4
$14K
Buy
331
+1
+0.3%
+$45
0.01%
297
2018
Q3
$16K
Buy
+330
New
+$16.3K
0.01%
293
Other funds holding XLC
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
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
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
WA
WestEnd Advisors
Charlotte, North Carolina
$4.14B AUM
15.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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