ICA Group Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

ICA Group Wealth Management’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	–	Sell	-4,271	Closed	-$349K	–	1341
2024 Q1	$349K	Buy	4,271 +898	+27%	+$69.9K	0.07%	210
2023 Q4	$245K	Buy	3,373 +114	+3%	+$7.84K	0.05%	225
2023 Q3	$214K	Buy	3,259 +686	+27%	+$45.8K	0.06%	216
2023 Q2	$167K	Sell	2,573 -311	-11%	-$18.9K	0.04%	254
2023 Q1	$167K	Buy	2,884 +1,036	+56%	+$56.3K	0.04%	256
2022 Q4	$88.7K	Buy	+1,848	New	+$90.5K	0.02%	394

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

ICA Group Wealth Management's XLC Position: Q2 2024 in Review

ICA Group Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2024, closing a stake of 4,271 shares — an estimated $349K sold.

ICA Group Wealth Management first reported a position in XLC in Q4 2022 and held it in 6 quarters. The position peaked at $349K in Q1 2024. 926 funds tracked by Wall St. Rank hold XLC as of Q2 2024.

ICA Group Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 4,271 State Street Communication Services Select Sector SPDR ETF shares in Q2 2024, an estimated $349K.
ICA Group Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and held it in 6 quarters.
ICA Group Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $349K in Q1 2024.
926 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.