JP Morgan Private Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

JP Morgan Private Wealth 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 Q3	$12.1M	Sell	184,884 -16,652	-8%	-$1.11M	0.03%	341
2023 Q2	$13.1M	Sell	201,536 -31,514	-14%	-$1.92M	0.07%	198
2023 Q1	$13.5M	Sell	233,050 -99,721	-30%	-$5.42M	0.03%	375
2022 Q4	$16M	Buy	332,771 +44,740	+16%	+$2.19M	0.04%	341
2022 Q3	$13.8M	Sell	288,031 -27,128	-9%	-$1.49M	0.04%	338
2022 Q2	$17.1M	Buy	315,159 +39,624	+14%	+$2.39M	0.04%	308
2022 Q1	$19M	Buy	275,535 +19,235	+8%	+$1.36M	0.04%	334
2021 Q4	$19.9M	Buy	256,300 +22,154	+9%	+$1.75M	0.04%	311
2021 Q3	$18.8M	Buy	234,146 +13,765	+6%	+$1.14M	0.05%	320
2021 Q2	$17.8M	Buy	220,381 +23,931	+12%	+$1.86M	0.05%	324
2021 Q1	$14.4M	Sell	196,450 -22,183	-10%	-$1.58M	0.05%	326
2020 Q4	$14.8M	Buy	218,633 +5,100	+2%	+$325K	0.05%	310
2020 Q3	$12.7M	Buy	213,533 +8,824	+4%	+$523K	0.05%	286
2020 Q2	$11.1M	Buy	204,709 +58,403	+40%	+$3M	0.05%	268
2020 Q1	$6.47M	Sell	146,306 -67,529	-32%	-$3.49M	0.04%	319
2019 Q4	$11.5M	Buy	213,835 +56,329	+36%	+$2.9M	0.05%	292
2019 Q3	$7.8M	Sell	157,506 -41,824	-21%	-$2.09M	0.04%	330
2019 Q2	$9.81M	Buy	199,330 +24,653	+14%	+$1.2M	0.05%	282
2019 Q1	$8.17M	Buy	174,677 +143,582	+462%	+$6.54M	0.04%	311
2018 Q4	$1.28M	Buy	31,095 +26,745	+615%	+$1.2M	0.01%	680
2018 Q3	$213K	Buy	+4,350	New	+$215K	﹤0.01%	1452

Other funds holding XLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $424B AUM 22.96% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Private Wealth Advisors's XLC Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 8.3% in Q3 2023, selling an estimated $1.11M and leaving 184,884 shares worth $12.1M. The position accounts for 0.03% of the portfolio, ranked #341.

JP Morgan Private Wealth Advisors first reported a position in XLC in Q3 2018 and has held it in 21 quarters since. The position peaked at $19.9M in Q4 2021. 744 funds tracked by Wall St. Rank hold XLC as of Q3 2023.

JP Morgan Private Wealth Advisors held 184,884 shares of State Street Communication Services Select Sector SPDR ETF worth $12.1M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 16,652 State Street Communication Services Select Sector SPDR ETF shares in Q3 2023, an estimated $1.11M.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #341 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 21 quarters since.
JP Morgan Private Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $19.9M in Q4 2021.
744 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.