Jacobson & Schmitt Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Jacobson & Schmitt 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
2023 Q1	–	Sell	-4,775	Closed	-$229K	–	66
2022 Q4	$229K	Hold	4,775	–	–	0.07%	49
2022 Q3	$229K	Buy	+4,775	New	+$263K	0.07%	49

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Barclays London, United Kingdom $416B AUM 33.63% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Jacobson & Schmitt Advisors's XLC Position: Q1 2023 in Review

Jacobson & Schmitt Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2023, closing a stake of 4,775 shares — an estimated $229K sold.

Jacobson & Schmitt Advisors first reported a position in XLC in Q3 2022 and held it in 2 quarters. The position peaked at $229K in Q4 2022. 652 funds tracked by Wall St. Rank hold XLC as of Q1 2023.

Jacobson & Schmitt Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Jacobson & Schmitt Advisors sold 4,775 State Street Communication Services Select Sector SPDR ETF shares in Q1 2023, an estimated $229K.
Jacobson & Schmitt Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2022 and held it in 2 quarters.
Jacobson & Schmitt Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $229K in Q4 2022.
652 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2023.

Based on Jacobson & Schmitt Advisors's 13F filing for Q1 2023, filed 12 May 2023.