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

IPG Investment Advisors’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 Q3	–	Sell	-22,870	Closed	-$1.96M	–	207
2024 Q2	$1.96M	Buy	+22,870	New	+$1.88M	0.43%	51
2022 Q2	–	Sell	-22,330	Closed	-$1.54M	–	195
2022 Q1	$1.54M	Buy	22,330 +8,970	+67%	+$632K	0.29%	51
2021 Q4	$1.04M	Buy	+13,360	New	+$1.06M	0.19%	71
2021 Q3	–	Sell	-11,610	Closed	-$940K	–	161
2021 Q2	$940K	Buy	+11,610	New	+$904K	0.27%	56

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IPG Investment Advisors's XLC Position: Q3 2024 in Review

IPG Investment Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2024, closing a stake of 22,870 shares — an estimated $1.96M sold.

IPG Investment Advisors first reported a position in XLC in Q2 2021 and held it in 4 quarters. The position peaked at $1.96M in Q2 2024. 959 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

IPG Investment Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
IPG Investment Advisors sold 22,870 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $1.96M.
IPG Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and held it in 4 quarters.
IPG Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $1.96M in Q2 2024.
959 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on IPG Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.