Journey Advisory Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Journey Advisory Group’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 Q4	–	Sell	-3,309	Closed	-$158K	–	247
2022 Q3	$158K	Buy	+3,309	New	+$182K	0.04%	231
2022 Q2	–	Sell	-6,400	Closed	-$440K	–	250
2022 Q1	$440K	Sell	6,400 -109	-2%	-$7.68K	0.11%	151
2021 Q4	$506K	Sell	6,509 -21	-0.3%	-$1.66K	0.14%	131
2021 Q3	$523K	Sell	6,530 -4,055	-38%	-$336K	0.17%	111
2021 Q2	$857K	Sell	10,585 -50	-0.5%	-$3.89K	0.27%	81
2021 Q1	$780K	Hold	10,635	–	–	0.27%	84
2020 Q4	$718K	Buy	+10,635	New	+$677K	0.27%	79

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Journey Advisory Group's XLC Position: Q4 2022 in Review

Journey Advisory Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2022, closing a stake of 3,309 shares — an estimated $158K sold.

Journey Advisory Group first reported a position in XLC in Q4 2020 and held it in 7 quarters. The position peaked at $857K in Q2 2021. 649 funds tracked by Wall St. Rank hold XLC as of Q4 2022.

Journey Advisory Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Journey Advisory Group sold 3,309 State Street Communication Services Select Sector SPDR ETF shares in Q4 2022, an estimated $158K.
Journey Advisory Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and held it in 7 quarters.
Journey Advisory Group's State Street Communication Services Select Sector SPDR ETF position peaked at $857K in Q2 2021.
649 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2022.

Based on Journey Advisory Group's 13F filing for Q4 2022, filed 7 Feb 2023.