Heritage Wealth Management (Arizona)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Heritage Wealth Management (Arizona)’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	-45	Closed	-$2.44K	–	1112
2022 Q2	$2.44K	Sell	45 -41	-48%	-$2.47K	﹤0.01%	865
2022 Q1	$6K	Buy	+86	New	+$6.06K	﹤0.01%	784
2021 Q3	$3K	Hold	41	–	–	﹤0.01%	798
2021 Q2	$3K	Hold	41	–	–	﹤0.01%	821
2021 Q1	$3K	Buy	+41	New	+$2.92K	﹤0.01%	690

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s XLC Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2022, closing a stake of 45 shares — an estimated $2.44K sold.

Heritage Wealth Management (Arizona) first reported a position in XLC in Q1 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 590 funds tracked by Wall St. Rank hold XLC as of Q3 2022.

Heritage Wealth Management (Arizona) reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 45 State Street Communication Services Select Sector SPDR ETF shares in Q3 2022, an estimated $2.44K.
Heritage Wealth Management (Arizona) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and held it in 5 quarters.
Heritage Wealth Management (Arizona)'s State Street Communication Services Select Sector SPDR ETF position peaked at $6K in Q1 2022.
590 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.