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

Intellectus Partners’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
Q2 		– Sell
-161
Closed -$9.35K – 278
2023
Q1 		$9.35K Buy
+161
New +$8.74K ﹤0.01% 251

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Intellectus Partners's XLC Position: Q2 2023 in Review

Intellectus Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2023, closing a stake of 161 shares — an estimated $9.35K sold.

Intellectus Partners first reported a position in XLC in Q1 2023 and held it in 1 quarter. The position peaked at $9.35K in Q1 2023. 741 funds tracked by Wall St. Rank hold XLC as of Q2 2023.

  • Intellectus Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Intellectus Partners sold 161 State Street Communication Services Select Sector SPDR ETF shares in Q2 2023, an estimated $9.35K.
  • Intellectus Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
  • Intellectus Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $9.35K in Q1 2023.
  • 741 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2023.

Based on Intellectus Partners's 13F filing for Q2 2023, filed 31 Jul 2023.