Hochman Cole Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Hochman Cole Investment Advisors’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
2021 Q3	$8.42M	Buy	105,089 +370	+0.4%	+$30.6K	3.3%	9
2021 Q2	$8.48M	Sell	104,719 -541	-0.5%	-$42.1K	3.39%	9
2021 Q1	$7.72M	Buy	105,260 +1,722	+2%	+$123K	3.24%	9
2020 Q4	$6.99M	Buy	103,538 +24,369	+31%	+$1.55M	3.01%	9
2020 Q3	$4.7M	Buy	79,169 +59,896	+311%	+$3.55M	2.32%	11
2020 Q2	$1.04M	Buy	19,273 +12,607	+189%	+$647K	0.57%	37
2020 Q1	$295K	Buy	6,666 +1,856	+39%	+$96K	0.2%	78
2019 Q4	$258K	Buy	+4,810	New	+$248K	0.14%	99

Other funds holding XLC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Hochman Cole Investment Advisors's XLC Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.35% in Q3 2021, buying an estimated $30.6K and bringing the position to 105,089 shares worth $8.42M. The position accounts for 3.3% of the portfolio, ranked #9.

Hochman Cole Investment Advisors first reported a position in XLC in Q4 2019 and has held it in 8 quarters since. The position peaked at $8.48M in Q2 2021. 653 funds tracked by Wall St. Rank hold XLC as of Q3 2021.

Hochman Cole Investment Advisors held 105,089 shares of State Street Communication Services Select Sector SPDR ETF worth $8.42M as of Q3 2021.
Hochman Cole Investment Advisors bought 370 State Street Communication Services Select Sector SPDR ETF shares in Q3 2021, an estimated $30.6K.
State Street Communication Services Select Sector SPDR ETF made up 3.3% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #9 holding.
Hochman Cole Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 8 quarters since.
Hochman Cole Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $8.48M in Q2 2021.
653 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.