Institutional & Family Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Institutional & Family Asset 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
2023 Q3	–	Sell	-7	Closed	-$456	–	772
2023 Q2	$456	Buy	+7	New	+$426	﹤0.01%	691
2021 Q1	–	Sell	-263	Closed	-$18K	–	1003
2020 Q4	$18K	Sell	263 -165	-39%	-$10.5K	﹤0.01%	458
2020 Q3	$25K	Buy	428 +165	+63%	+$9.77K	0.01%	379
2020 Q2	$14K	Buy	263 +218	+484%	+$11.2K	﹤0.01%	451
2020 Q1	$2K	Buy	+45	New	+$2.33K	﹤0.01%	682

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Institutional & Family Asset Management's XLC Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2023, closing a stake of 7 shares — an estimated $456 sold.

Institutional & Family Asset Management first reported a position in XLC in Q1 2020 and held it in 5 quarters. The position peaked at $25K in Q3 2020. 743 funds tracked by Wall St. Rank hold XLC as of Q3 2023.

Institutional & Family Asset Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 7 State Street Communication Services Select Sector SPDR ETF shares in Q3 2023, an estimated $456.
Institutional & Family Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2020 and held it in 5 quarters.
Institutional & Family Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $25K in Q3 2020.
743 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.