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

Investment 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
2022 Q1	–	Sell	-3,910	Closed	-$304K	–	173
2021 Q4	$304K	Sell	3,910 -216	-5%	-$17.1K	0.12%	132
2021 Q3	$331K	Buy	4,126 +4	+0.1%	+$331	0.15%	117
2021 Q2	$334K	Sell	4,122 -157	-4%	-$12.2K	0.15%	120
2021 Q1	$314K	Buy	4,279 +83	+2%	+$5.91K	0.15%	115
2020 Q4	$283K	Buy	4,196 +180	+4%	+$11.5K	0.15%	117
2020 Q3	$239K	Buy	4,016 +223	+6%	+$13.2K	0.14%	116
2020 Q2	$205K	Buy	+3,793	New	+$195K	0.12%	132
2020 Q1	–	Sell	-6,440	Closed	-$345K	–	154
2019 Q4	$345K	Buy	+6,440	New	+$332K	0.23%	94

Other funds holding XLC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Investment Partners's XLC Position: Q1 2022 in Review

Investment Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2022, closing a stake of 3,910 shares — an estimated $304K sold.

Investment Partners first reported a position in XLC in Q4 2019 and held it in 8 quarters. The position peaked at $345K in Q4 2019. 660 funds tracked by Wall St. Rank hold XLC as of Q1 2022.

Investment Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Investment Partners sold 3,910 State Street Communication Services Select Sector SPDR ETF shares in Q1 2022, an estimated $304K.
Investment Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and held it in 8 quarters.
Investment Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $345K in Q4 2019.
660 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2022.

Based on Investment Partners's 13F filing for Q1 2022, filed 22 Apr 2022.