Householder Group Estate & Retirement Specialist’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$8K	Sell	91 -1,875	-95%	-$179K	0.01%	398
2024 Q3	$177K	Buy	1,966 +282	+17%	+$24.3K	0.05%	264
2024 Q2	$144K	Buy	1,684 +645	+62%	+$53.1K	0.04%	289
2024 Q1	$84.9K	Buy	1,039 +690	+198%	+$53.7K	0.03%	373
2023 Q4	$25K	Buy	+349	New	+$24K	0.01%	598

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XLC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 95% in Q4 2024, selling an estimated $179K and leaving 91 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #398.

Householder Group Estate & Retirement Specialist first reported a position in XLC in Q4 2023 and has held it in 5 quarters since. The position peaked at $177K in Q3 2024. 1,051 funds tracked by Wall St. Rank hold XLC as of Q4 2024.

Householder Group Estate & Retirement Specialist held 91 shares of State Street Communication Services Select Sector SPDR ETF worth $8K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,875 State Street Communication Services Select Sector SPDR ETF shares in Q4 2024, an estimated $179K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #398 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 5 quarters since.
Householder Group Estate & Retirement Specialist's State Street Communication Services Select Sector SPDR ETF position peaked at $177K in Q3 2024.
1,051 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.