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Investment House LLC’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Investment House LLC’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
2022
Q3 		– Sell
-7,610
Closed -$413K – 182
2022
Q2 		$413K Buy
+7,610
New +$458K 0.04% 133

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Investment House LLC's XLC Position: Q3 2022 in Review

Investment House LLC sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2022, closing a stake of 7,610 shares — an estimated $413K sold.

Investment House LLC first reported a position in XLC in Q2 2022 and held it in 1 quarter. The position peaked at $413K in Q2 2022. 590 funds tracked by Wall St. Rank hold XLC as of Q3 2022.

  • Investment House LLC reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Investment House LLC sold 7,610 State Street Communication Services Select Sector SPDR ETF shares in Q3 2022, an estimated $413K.
  • Investment House LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2022 and held it in 1 quarter.
  • Investment House LLC's State Street Communication Services Select Sector SPDR ETF position peaked at $413K in Q2 2022.
  • 590 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2022.

Based on Investment House LLC's 13F filing for Q3 2022, filed 31 Oct 2022.