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

Heritage Financial Services’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
Q3 		– Sell
-59
Closed -$3K – 505
2022
Q2 		$3K Buy
+59
New +$3.55K ﹤0.01% 405

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Heritage Financial Services's XLC Position: Q3 2022 in Review

Heritage Financial Services sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2022, closing a stake of 59 shares — an estimated $3K sold.

Heritage Financial Services first reported a position in XLC in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 590 funds tracked by Wall St. Rank hold XLC as of Q3 2022.

  • Heritage Financial Services reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 59 State Street Communication Services Select Sector SPDR ETF shares in Q3 2022, an estimated $3K.
  • Heritage Financial Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's State Street Communication Services Select Sector SPDR ETF position peaked at $3K in Q2 2022.
  • 590 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.