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

HoyleCohen’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
Q2 		$955K Sell
11,151
-207
-2% -$17.1K 0.07% 145
2024
Q1 		$927K Buy
11,358
+469
+4% +$36.5K 0.07% 152
2023
Q4 		$791K Buy
10,889
+1,063
+11% +$73.1K 0.06% 161
2023
Q3 		$644K Buy
9,826
+734
+8% +$49K 0.06% 163
2023
Q2 		$592K Buy
9,092
+247
+3% +$15K 0.05% 175
2023
Q1 		$513K Buy
8,845
+620
+8% +$33.7K 0.05% 184
2022
Q4 		$395K Buy
8,225
+1,021
+14% +$50K 0.04% 201
2022
Q3 		$345K Buy
7,204
+1,653
+30% +$90.9K 0.04% 198
2022
Q2 		$301K Buy
5,551
+1,028
+23% +$61.9K 0.03% 210
2022
Q1 		$311K Buy
4,523
+466
+11% +$32.8K 0.03% 222
2021
Q4 		$315K Buy
4,057
+80
+2% +$6.33K 0.03% 225
2021
Q3 		$319K Sell
3,977
-65
-2% -$5.38K 0.03% 213
2021
Q2 		$327 Buy
4,042
+205
+5% +$16K 0.03% 217
2021
Q1 		$281K Buy
3,837
+50
+1% +$3.56K 0.03% 223
2020
Q4 		$256K Buy
+3,787
New +$241K 0.03% 205

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HoyleCohen's XLC Position: Q2 2024 in Review

HoyleCohen reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.8% in Q2 2024, selling an estimated $17.1K and leaving 11,151 shares worth $955K. The position accounts for 0.07% of the portfolio, ranked #145.

HoyleCohen first reported a position in XLC in Q4 2020 and has held it in 15 quarters since. 926 funds tracked by Wall St. Rank hold XLC as of Q2 2024.

  • HoyleCohen held 11,151 shares of State Street Communication Services Select Sector SPDR ETF worth $955K as of Q2 2024.
  • HoyleCohen sold 207 State Street Communication Services Select Sector SPDR ETF shares in Q2 2024, an estimated $17.1K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.07% of HoyleCohen's portfolio in Q2 2024, its #145 holding.
  • HoyleCohen first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 15 quarters since.
  • 926 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.