KSWA
XLC icon

Kathleen S. Wright Associates’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Kathleen S. Wright Associates’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
Q4 		– Sell
-181
Closed -$16.4K – 298
2024
Q3 		$16.4K Buy
+181
New +$15.6K 0.01% 220

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kathleen S. Wright Associates's XLC Position: Q4 2024 in Review

Kathleen S. Wright Associates sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2024, closing a stake of 181 shares — an estimated $16.4K sold.

Kathleen S. Wright Associates first reported a position in XLC in Q3 2024 and held it in 1 quarter. The position peaked at $16.4K in Q3 2024. 1,053 funds tracked by Wall St. Rank hold XLC as of Q4 2024.

  • Kathleen S. Wright Associates reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 181 State Street Communication Services Select Sector SPDR ETF shares in Q4 2024, an estimated $16.4K.
  • Kathleen S. Wright Associates first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Kathleen S. Wright Associates's State Street Communication Services Select Sector SPDR ETF position peaked at $16.4K in Q3 2024.
  • 1,053 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2024, filed 27 Jan 2025.