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

Imprint Wealth’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
Q1 		$505K Buy
6,136
+390
+7% +$30.4K 0.12% 164
2023
Q4 		$431K Sell
5,746
-453
-7% -$31.2K 0.35% 91
2023
Q3 		$406K Buy
6,199
+1,881
+44% +$125K 0.34% 89
2023
Q2 		$285K Buy
+4,318
New +$263K 0.18% 143

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Imprint Wealth's XLC Position: Q1 2024 in Review

Imprint Wealth increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.8% in Q1 2024, buying an estimated $30.4K and bringing the position to 6,136 shares worth $505K. The position accounts for 0.12% of the portfolio, ranked #164.

Imprint Wealth first reported a position in XLC in Q2 2023 and has held it in 4 quarters since. 903 funds tracked by Wall St. Rank hold XLC as of Q1 2024.

  • Imprint Wealth held 6,136 shares of State Street Communication Services Select Sector SPDR ETF worth $505K as of Q1 2024.
  • Imprint Wealth bought 390 State Street Communication Services Select Sector SPDR ETF shares in Q1 2024, an estimated $30.4K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.12% of Imprint Wealth's portfolio in Q1 2024, its #164 holding.
  • Imprint Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and has held it in 4 quarters since.
  • 903 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.