KFS
XLC icon

Kelly Financial Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Kelly Financial Services’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
Q4 		– Sell
-26
Closed -$1.71K – 810
2023
Q3 		$1.71K Hold
26
– – ﹤0.01% 562
2023
Q2 		$1.69K Buy
+26
New +$1.58K ﹤0.01% 563

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kelly Financial Services's XLC Position: Q4 2023 in Review

Kelly Financial Services sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2023, closing a stake of 26 shares — an estimated $1.71K sold.

Kelly Financial Services first reported a position in XLC in Q2 2023 and held it in 2 quarters. The position peaked at $1.71K in Q3 2023. 857 funds tracked by Wall St. Rank hold XLC as of Q4 2023.

  • Kelly Financial Services reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Kelly Financial Services sold 26 State Street Communication Services Select Sector SPDR ETF shares in Q4 2023, an estimated $1.71K.
  • Kelly Financial Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and held it in 2 quarters.
  • Kelly Financial Services's State Street Communication Services Select Sector SPDR ETF position peaked at $1.71K in Q3 2023.
  • 857 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2023.

Based on Kelly Financial Services's 13F filing for Q4 2023, filed 17 Jul 2024.